+30.6%
ORCL vs CCEP
+148.1%
-117.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +0.9% |
| 7D | -11.2% | +2.6% | -13.7% | -11.4% |
| 30D | -18.8% | +15.1% | -34.0% | -20.1% |
| 3M | -18.8% | +7.3% | -26.1% | -19.4% |
| 6M | -39.7% | +23.4% | -63.2% | -41.6% |
| YTD | -39.6% | +29.4% | -69.0% | -42.6% |
| 1Y | -51.7% | +34.2% | -86.0% | -54.6% |
| 3Y | +10.2% | +108.4% | -98.1% | -15.2% |
| All | +30.6% | +148.1% | -117.5% | -8.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling