+27,144.0%
ORCL vs CCEP
+7,667.7%
+19,476.3%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.3% | +8.5% | +8.7% |
| 7D | +3.8% | +1.8% | +2.0% | +3.2% |
| 30D | -6.6% | +12.2% | -18.7% | -9.9% |
| 3M | -11.4% | +10.7% | -22.1% | -14.4% |
| 6M | -33.3% | +27.5% | -60.8% | -38.5% |
| YTD | -33.3% | +31.3% | -64.6% | -39.4% |
| 1Y | -44.9% | +29.9% | -74.8% | -49.9% |
| 3Y | +17.6% | +111.1% | -93.5% | -8.7% |
| 5Y | +46.1% | +142.3% | -96.3% | +7.9% |
| 10Y | +277.8% | +335.5% | -57.7% | +126.6% |
| All | +27,144.0% | +7,667.7% | +19,476.3% | +5,425.7% |
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