+561.8%
ON vs CCEP
+244.1%
+317.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.7% | -5.2% | -4.8% |
| 7D | -2.2% | -1.0% | -1.2% | -1.7% |
| 30D | -12.4% | -1.6% | -10.8% | -11.9% |
| 3M | -41.2% | +11.9% | -53.1% | -45.4% |
| 6M | +25.0% | +7.5% | +17.5% | +18.0% |
| YTD | +31.3% | +18.7% | +12.5% | +16.7% |
| 1Y | +45.4% | +21.4% | +24.0% | +26.7% |
| 3Y | -27.4% | +89.1% | -116.5% | -53.2% |
| 5Y | +58.5% | +108.7% | -50.2% | -5.0% |
| 10Y | +561.8% | +241.0% | +320.9% | +207.8% |
| All | +561.8% | +244.1% | +317.8% | +207.8% |
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