-41.4%
OPEN vs CCEP
+113.9%
-155.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.4% | -5.0% | -4.8% |
| 7D | -15.0% | +2.1% | -17.1% | -16.4% |
| 30D | -40.2% | +10.6% | -50.8% | -44.6% |
| 3M | -67.4% | +10.3% | -77.7% | -69.9% |
| 6M | -74.0% | +31.1% | -105.1% | -79.5% |
| YTD | -79.6% | +32.1% | -111.7% | -84.5% |
| 1Y | -86.1% | +32.8% | -118.9% | -89.6% |
| 3Y | -41.4% | +111.3% | -152.7% | -71.0% |
| All | -41.4% | +113.9% | -155.2% | -71.0% |
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