+46.0%
ON vs CCEP
+18.5%
+27.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.4% | -0.6% |
| 7D | -1.9% | -3.7% | +1.8% | -2.5% |
| 30D | -11.0% | -2.1% | -8.9% | -11.3% |
| 3M | -39.3% | +7.2% | -46.5% | -38.9% |
| 6M | +19.8% | +3.3% | +16.6% | +20.4% |
| YTD | +31.1% | +15.7% | +15.4% | +37.3% |
| 1Y | +46.0% | +16.6% | +29.4% | +55.1% |
| All | +46.0% | +18.5% | +27.5% | +55.1% |
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