+33,471.1%
ORCL vs CCEP
+6,869.6%
+26,601.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.1% | +6.2% | +3.9% |
| 7D | +5.3% | -3.1% | +8.3% | +6.2% |
| 30D | +10.0% | -2.6% | +12.6% | +10.7% |
| 3M | -32.6% | +14.9% | -47.5% | -35.5% |
| 6M | +4.9% | +2.3% | +2.7% | +3.2% |
| YTD | -17.8% | +17.8% | -35.6% | -22.7% |
| 1Y | -28.0% | +24.2% | -52.2% | -33.7% |
| 3Y | +36.0% | +84.7% | -48.7% | +10.1% |
| 5Y | +88.7% | +103.2% | -14.5% | +46.9% |
| 10Y | +346.9% | +257.4% | +89.5% | +184.3% |
| All | +33,471.1% | +6,869.6% | +26,601.5% | +6,954.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling