+82.7%
O vs CCEP
+315.0%
-232.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | +3.5% | +5.4% | -1.8% | +1.4% |
| 30D | +10.4% | +12.8% | -2.3% | +5.1% |
| 3M | -2.4% | +10.9% | -13.3% | -6.6% |
| 6M | -1.2% | +25.6% | -26.8% | -10.4% |
| YTD | +10.4% | +31.0% | -20.6% | -1.9% |
| 1Y | +11.4% | +32.3% | -20.8% | -1.4% |
| 3Y | +40.4% | +110.5% | -70.1% | +1.0% |
| 5Y | +12.1% | +141.8% | -129.7% | -25.7% |
| 10Y | +82.7% | +341.1% | -258.4% | +1.4% |
| All | +82.7% | +315.0% | -232.3% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CCEP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling