-41.6%
ORCL vs CCEP
+30.9%
-72.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.8% | -0.4% |
| 7D | +8.0% | +2.1% | +5.9% | +9.5% |
| 30D | -4.0% | +10.6% | -14.6% | +3.5% |
| 3M | -19.5% | +10.3% | -29.8% | -13.0% |
| 6M | -33.5% | +31.1% | -64.6% | -17.4% |
| YTD | -34.8% | +32.1% | -67.0% | -17.2% |
| 1Y | -41.6% | +32.8% | -74.4% | -25.2% |
| All | -41.6% | +30.9% | -72.6% | -25.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling