+34.5%
ORCL vs CCEP
+139.0%
-104.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.5% |
| 7D | -6.5% | +5.4% | -11.9% | -6.9% |
| 30D | -16.6% | +12.8% | -29.3% | -17.7% |
| 3M | -21.6% | +10.9% | -32.5% | -22.5% |
| 6M | -39.4% | +25.6% | -65.0% | -41.4% |
| YTD | -38.7% | +31.0% | -69.6% | -41.8% |
| 1Y | -50.4% | +32.3% | -82.6% | -53.0% |
| 3Y | +8.1% | +110.5% | -102.4% | -17.3% |
| 5Y | +34.5% | +141.8% | -107.3% | -6.4% |
| All | +34.5% | +139.0% | -104.4% | -6.4% |
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