-30.0%
OPEN vs CCEP
+109.7%
-139.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -1.0% | -20.8% | -21.0% |
| 7D | -22.2% | +2.6% | -24.8% | -23.5% |
| 30D | -38.3% | +15.1% | -53.5% | -44.7% |
| 3M | -59.4% | +7.3% | -66.6% | -61.6% |
| 6M | -74.4% | +23.4% | -97.8% | -78.7% |
| YTD | -76.0% | +29.4% | -105.4% | -81.4% |
| 1Y | -78.7% | +34.2% | -112.9% | -84.3% |
| 3Y | -30.0% | +108.4% | -138.4% | -65.3% |
| All | -30.0% | +109.7% | -139.7% | -65.3% |
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