-87.4%
OPEN vs CCEP
+273.1%
-360.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.3% | +3.9% | +4.0% |
| 7D | -31.1% | +1.8% | -32.8% | -31.7% |
| 30D | -34.7% | +12.2% | -46.9% | -38.9% |
| 3M | -61.9% | +10.7% | -72.5% | -64.1% |
| 6M | -71.9% | +27.5% | -99.3% | -75.9% |
| YTD | -76.6% | +31.3% | -107.9% | -80.5% |
| 1Y | -83.9% | +29.9% | -113.8% | -86.5% |
| 3Y | -34.4% | +111.1% | -145.5% | -57.3% |
| 5Y | -93.9% | +142.3% | -236.3% | -96.4% |
| All | -87.4% | +273.1% | -360.5% | -91.5% |
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