+119.7%
OKTA vs CCEP
+36.9%
+82.8%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.8% | -3.1% | +3.3% |
| 7D | -14.2% | +4.2% | -18.4% | -11.5% |
| 30D | -12.5% | +14.2% | -26.6% | -4.7% |
| 3M | +29.2% | +9.1% | +20.1% | +37.2% |
| 6M | +147.3% | +26.9% | +120.5% | +188.6% |
| YTD | +120.9% | +29.1% | +91.9% | +149.9% |
| 1Y | +119.7% | +36.8% | +82.9% | +147.9% |
| All | +119.7% | +36.9% | +82.8% | +147.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling