+634.6%
P vs CCEP
+342.6%
+292.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.4% | -3.3% | -2.4% |
| 7D | +11.6% | +2.1% | +9.5% | +10.9% |
| 30D | -23.7% | +10.6% | -34.3% | -26.8% |
| 3M | -8.0% | +10.3% | -18.3% | -11.9% |
| 6M | +27.9% | +31.1% | -3.2% | +14.0% |
| YTD | +61.2% | +32.1% | +29.0% | +42.1% |
| 1Y | +28.6% | +32.8% | -4.2% | +13.2% |
| 3Y | +200.5% | +111.3% | +89.1% | +108.7% |
| 5Y | +282.9% | +147.5% | +135.4% | +141.6% |
| All | +634.6% | +342.6% | +292.1% | +253.4% |
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