+707.9%
P vs CCEP
+299.9%
+407.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.2% | +5.1% | +5.9% |
| 7D | -9.6% | +1.7% | -11.3% | -10.3% |
| 30D | -33.4% | +12.7% | -46.1% | -36.5% |
| 3M | +14.2% | +8.5% | +5.7% | +10.1% |
| 6M | +31.6% | +25.6% | +6.0% | +19.6% |
| YTD | +53.5% | +30.9% | +22.5% | +36.3% |
| 1Y | +14.2% | +32.0% | -17.8% | +1.1% |
| 3Y | +190.5% | +110.9% | +79.6% | +104.3% |
| 5Y | +256.3% | +138.5% | +117.9% | +132.2% |
| 10Y | +707.9% | +302.3% | +405.5% | +332.8% |
| All | +707.9% | +299.9% | +407.9% | +332.8% |
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