+62.9%
ON vs CCEP
+105.1%
-42.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.1% | +4.1% | +2.5% |
| 7D | +2.4% | -3.1% | +5.5% | +3.9% |
| 30D | -3.3% | -2.6% | -0.7% | -2.3% |
| 3M | -43.6% | +14.9% | -58.5% | -48.3% |
| 6M | +19.0% | +2.3% | +16.7% | +16.1% |
| YTD | +37.4% | +17.8% | +19.5% | +23.2% |
| 1Y | +54.8% | +24.2% | +30.6% | +33.4% |
| 3Y | -25.2% | +84.7% | -109.9% | -53.7% |
| All | +62.9% | +105.1% | -42.2% | -10.4% |
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