+655.3%
P vs CCEP
+342.1%
+313.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.3% | +4.2% | +4.3% |
| 7D | -4.7% | +1.8% | -6.5% | -5.3% |
| 30D | -31.4% | +12.2% | -43.6% | -34.6% |
| 3M | -2.6% | +10.7% | -13.3% | -6.8% |
| 6M | +21.9% | +27.5% | -5.5% | +9.9% |
| YTD | +58.9% | +31.3% | +27.6% | +40.5% |
| 1Y | +21.7% | +29.9% | -8.2% | +8.1% |
| 3Y | +193.3% | +111.1% | +82.2% | +103.8% |
| 5Y | +275.1% | +142.3% | +132.8% | +139.2% |
| 10Y | +655.3% | +335.5% | +319.8% | +272.4% |
| All | +655.3% | +342.1% | +313.2% | +272.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling