-84.0%
OPEN vs CCEP
+105.1%
-189.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +3.4% |
| 7D | -4.3% | -3.1% | -1.2% | -1.7% |
| 30D | -16.2% | -2.6% | -13.6% | -14.5% |
| 3M | -36.4% | +14.9% | -51.3% | -44.6% |
| 6M | -35.5% | +2.3% | -37.7% | -37.9% |
| YTD | -46.0% | +17.8% | -63.8% | -55.3% |
| 1Y | -47.1% | +24.2% | -71.4% | -58.5% |
| 3Y | -19.0% | +84.7% | -103.7% | -56.2% |
| All | -84.0% | +105.1% | -189.1% | -92.7% |
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