-16.8%
OPEN vs CCEP
+85.5%
-102.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +3.2% |
| 7D | -4.3% | -3.1% | -1.2% | -1.8% |
| 30D | -16.2% | -2.6% | -13.6% | -14.6% |
| 3M | -36.4% | +14.9% | -51.3% | -44.5% |
| 6M | -35.5% | +2.3% | -37.7% | -37.4% |
| YTD | -46.0% | +17.8% | -63.8% | -55.7% |
| 1Y | -47.1% | +24.2% | -71.4% | -59.3% |
| All | -16.8% | +85.5% | -102.3% | -65.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling