+259.7%
P vs CCEP
+139.0%
+120.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | -13.3% | +5.4% | -18.7% | -13.8% |
| 30D | -34.0% | +12.8% | -46.7% | -35.2% |
| 3M | +4.1% | +10.9% | -6.8% | +2.4% |
| 6M | +30.5% | +25.6% | +4.8% | +24.8% |
| YTD | +52.2% | +31.0% | +21.2% | +43.4% |
| 1Y | +10.3% | +32.3% | -22.0% | +3.7% |
| 3Y | +180.9% | +110.5% | +70.3% | +114.2% |
| 5Y | +259.7% | +141.8% | +117.9% | +150.6% |
| All | +259.7% | +139.0% | +120.8% | +150.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling