+91.5%
ONTO vs CCEP
+148.1%
-56.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.0% | +12.1% | +11.4% |
| 7D | -14.0% | +2.6% | -16.6% | -15.1% |
| 30D | -43.1% | +15.1% | -58.2% | -46.7% |
| 3M | -35.5% | +7.3% | -42.8% | -38.0% |
| 6M | -41.1% | +23.4% | -64.5% | -47.8% |
| YTD | +9.8% | +29.4% | -19.6% | -5.6% |
| 1Y | +31.5% | +34.2% | -2.7% | +10.7% |
| 3Y | +45.2% | +108.4% | -63.2% | -12.7% |
| All | +91.5% | +148.1% | -56.6% | -0.8% |
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 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