+31.8%
OMC vs CCEP
+236.5%
-204.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.9% |
| 7D | -6.2% | -5.7% | -0.5% | -3.6% |
| 30D | -7.6% | -3.4% | -4.2% | -6.0% |
| 3M | +7.4% | +5.5% | +1.9% | +4.8% |
| 6M | +0.1% | +2.2% | -2.1% | -1.1% |
| YTD | +0.4% | +14.6% | -14.2% | -6.5% |
| 1Y | +7.8% | +18.9% | -11.2% | -1.5% |
| 3Y | +11.8% | +82.6% | -70.8% | -18.5% |
| 5Y | +32.5% | +107.0% | -74.5% | -10.9% |
| All | +31.8% | +236.5% | -204.7% | -25.6% |
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