-32.7%
ORCL vs CCEP
+22.3%
-55.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.1% | +6.2% | +0.4% |
| 7D | +5.3% | -3.1% | +8.3% | +2.5% |
| 30D | +10.0% | -2.6% | +12.6% | +7.6% |
| 3M | -32.6% | +14.9% | -47.5% | -22.0% |
| 6M | +4.9% | +2.3% | +2.7% | +7.1% |
| YTD | -17.8% | +17.8% | -35.6% | +1.7% |
| All | -32.7% | +22.3% | -55.0% | -11.0% |
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