+74.3%
OKE vs CCEP
+82.4%
-8.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +1.0% |
| 7D | +1.2% | -2.8% | +4.1% | +1.6% |
| 30D | +4.5% | -4.0% | +8.5% | +5.0% |
| 3M | +9.6% | +5.2% | +4.4% | +8.4% |
| 6M | +15.4% | +2.7% | +12.7% | +14.8% |
| YTD | +36.5% | +14.5% | +21.9% | +31.5% |
| 1Y | +39.0% | +17.2% | +21.8% | +33.0% |
| 3Y | +74.3% | +79.3% | -5.0% | +52.7% |
| All | +74.3% | +82.4% | -8.1% | +52.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling