+508.7%
ONTO vs CCEP
+166.5%
+342.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.3% | +8.6% | +8.8% |
| 7D | +16.4% | +1.8% | +14.6% | +15.4% |
| 30D | -21.4% | +12.2% | -33.6% | -26.2% |
| 3M | -32.7% | +10.7% | -43.4% | -36.9% |
| 6M | -25.2% | +27.5% | -52.7% | -35.5% |
| YTD | +36.2% | +31.3% | +4.9% | +15.4% |
| 1Y | +61.2% | +29.9% | +31.3% | +37.2% |
| 3Y | +58.7% | +111.1% | -52.4% | +0.3% |
| 5Y | +143.6% | +142.3% | +1.3% | +40.7% |
| All | +508.7% | +166.5% | +342.2% | +234.7% |
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