+54.8%
ON vs CCEP
+24.3%
+30.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.1% | +4.1% | +0.5% |
| 7D | +2.4% | -3.1% | +5.5% | +1.9% |
| 30D | -3.3% | -2.6% | -0.7% | -3.6% |
| 3M | -43.6% | +14.9% | -58.5% | -43.1% |
| 6M | +19.0% | +2.3% | +16.7% | +19.6% |
| YTD | +37.4% | +17.8% | +19.5% | +44.2% |
| 1Y | +54.8% | +24.2% | +30.6% | +65.6% |
| All | +54.8% | +24.3% | +30.5% | +65.6% |
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 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