+15,835.0%
OKE vs CCEP
+6,741.8%
+9,093.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.6% | +0.8% | -1.0% |
| 7D | -0.2% | -3.7% | +3.5% | +0.9% |
| 30D | +6.1% | -2.1% | +8.2% | +6.7% |
| 3M | +10.4% | +7.2% | +3.3% | +7.8% |
| 6M | +14.2% | +3.3% | +10.9% | +12.2% |
| YTD | +35.3% | +15.7% | +19.6% | +28.3% |
| 1Y | +40.6% | +16.6% | +24.1% | +32.8% |
| 3Y | +72.2% | +84.3% | -12.1% | +40.4% |
| 5Y | +139.6% | +109.0% | +30.6% | +86.0% |
| 10Y | +259.1% | +238.1% | +20.9% | +147.8% |
| All | +15,835.0% | +6,741.8% | +9,093.2% | +5,785.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling