+10.6%
ORCL vs CCEP
+108.8%
-98.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.2% | +2.0% | +3.6% |
| 7D | +0.5% | +1.7% | -1.2% | +1.2% |
| 30D | -15.3% | +12.7% | -28.0% | -11.8% |
| 3M | -18.2% | +8.5% | -26.7% | -15.6% |
| 6M | -38.4% | +25.6% | -64.0% | -33.6% |
| YTD | -37.7% | +30.9% | -68.6% | -32.6% |
| 1Y | -49.3% | +32.0% | -81.2% | -45.0% |
| 3Y | +10.6% | +110.9% | -100.3% | +19.2% |
| All | +10.6% | +108.8% | -98.2% | +19.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling