+708.4%
P vs CCEP
+257.1%
+451.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.1% | +4.5% | +2.4% |
| 7D | +6.5% | -3.1% | +9.6% | +7.6% |
| 30D | +18.8% | -2.6% | +21.4% | +19.7% |
| 3M | +26.7% | +14.9% | +11.8% | +19.7% |
| 6M | +62.2% | +2.3% | +59.9% | +59.3% |
| YTD | +48.5% | +17.8% | +30.7% | +37.8% |
| 1Y | +26.4% | +24.2% | +2.2% | +14.4% |
| 3Y | +159.4% | +84.7% | +74.7% | +93.4% |
| 5Y | +275.8% | +103.2% | +172.6% | +162.9% |
| All | +708.4% | +257.1% | +451.3% | +342.8% |
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