+17.9%
ONDS vs CCEP
+154.1%
-136.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.2% |
| 7D | -5.0% | -5.7% | +0.8% | -3.0% |
| 30D | -25.6% | -3.4% | -22.2% | -24.8% |
| 3M | -22.1% | +5.5% | -27.6% | -24.2% |
| 6M | -27.6% | +2.2% | -29.8% | -28.9% |
| YTD | -25.7% | +14.6% | -40.4% | -30.9% |
| 1Y | +30.4% | +18.9% | +11.5% | +17.8% |
| 3Y | +695.0% | +82.6% | +612.4% | +433.8% |
| 5Y | -2.2% | +107.0% | -109.1% | -40.2% |
| All | +17.9% | +154.1% | -136.3% | -39.6% |
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