-35.2%
OKTA vs CCEP
+105.2%
-140.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.6% | +5.6% | +4.0% |
| 7D | +5.9% | -3.7% | +9.6% | +7.2% |
| 30D | +14.6% | -2.1% | +16.7% | +15.0% |
| 3M | +44.0% | +7.2% | +36.8% | +39.1% |
| 6M | +116.7% | +3.3% | +113.4% | +111.5% |
| YTD | +99.8% | +15.7% | +84.1% | +82.2% |
| 1Y | +84.1% | +16.6% | +67.5% | +66.4% |
| 3Y | +97.7% | +84.3% | +13.4% | +27.2% |
| 5Y | -35.2% | +109.0% | -144.2% | -65.0% |
| All | -35.2% | +105.2% | -140.4% | -65.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling