-71.6%
OPEN vs CCEP
+237.3%
-308.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.3% | -3.0% |
| 7D | +1.0% | -1.0% | +2.0% | +1.5% |
| 30D | -11.9% | -1.6% | -10.3% | -11.3% |
| 3M | -28.8% | +11.9% | -40.6% | -33.7% |
| 6M | -38.6% | +7.5% | -46.1% | -41.8% |
| YTD | -47.3% | +18.7% | -66.1% | -53.5% |
| 1Y | -49.2% | +21.4% | -70.6% | -55.7% |
| 3Y | -18.8% | +89.1% | -107.9% | -43.6% |
| 5Y | -83.6% | +108.7% | -192.3% | -89.7% |
| All | -71.6% | +237.3% | -308.9% | -79.8% |
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 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