-74.4%
OPEN vs CCEP
+23.3%
-97.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -1.0% | -20.8% | -21.3% |
| 7D | -22.2% | +2.6% | -24.8% | -23.0% |
| 30D | -38.3% | +15.1% | -53.5% | -40.3% |
| 3M | -59.4% | +7.3% | -66.6% | -60.5% |
| 6M | -74.4% | +23.4% | -97.8% | -73.6% |
| All | -74.4% | +23.3% | -97.7% | -73.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling