+270.3%
ORCL vs CCEP
+342.6%
-72.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.8% | -1.7% |
| 7D | +8.0% | +2.1% | +5.9% | +7.4% |
| 30D | -4.0% | +10.6% | -14.6% | -6.6% |
| 3M | -19.5% | +10.3% | -29.8% | -21.8% |
| 6M | -33.5% | +31.1% | -64.6% | -38.8% |
| YTD | -34.8% | +32.1% | -67.0% | -40.7% |
| 1Y | -41.6% | +32.8% | -74.4% | -47.0% |
| 3Y | +13.8% | +111.3% | -97.6% | -14.1% |
| 5Y | +43.4% | +147.5% | -104.1% | +0.9% |
| All | +270.3% | +342.6% | -72.3% | +117.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling