-86.8%
OPEN vs CCEP
+28.8%
-115.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.8% | -8.7% | -9.3% |
| 7D | -31.0% | -0.3% | -30.7% | -30.9% |
| 30D | -41.5% | +11.0% | -52.4% | -42.6% |
| 3M | -64.6% | +9.2% | -73.8% | -65.3% |
| 6M | -73.8% | +27.2% | -101.0% | -74.3% |
| YTD | -78.8% | +30.3% | -109.1% | -78.7% |
| 1Y | -86.8% | +28.7% | -115.5% | -86.5% |
| All | -86.8% | +28.8% | -115.6% | -86.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling