-93.6%
OPEN vs CCEP
+148.1%
-241.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -1.0% | -20.8% | -20.9% |
| 7D | -22.2% | +2.6% | -24.8% | -23.8% |
| 30D | -38.3% | +15.1% | -53.5% | -45.9% |
| 3M | -59.4% | +7.3% | -66.6% | -62.0% |
| 6M | -74.4% | +23.4% | -97.8% | -79.4% |
| YTD | -76.0% | +29.4% | -105.4% | -82.0% |
| 1Y | -78.7% | +34.2% | -112.9% | -84.7% |
| 3Y | -30.0% | +108.4% | -138.4% | -68.0% |
| All | -93.6% | +148.1% | -241.7% | -97.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling