+242.8%
QCOM vs CCEP
+315.0%
-72.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.2% | +1.2% |
| 7D | +5.5% | +5.4% | +0.2% | +3.5% |
| 30D | -1.1% | +12.8% | -13.9% | -5.8% |
| 3M | +7.6% | +10.9% | -3.3% | +2.9% |
| 6M | -20.1% | +25.6% | -45.7% | -27.7% |
| YTD | +3.0% | +31.0% | -28.0% | -8.8% |
| 1Y | +3.2% | +32.3% | -29.0% | -9.0% |
| 3Y | +48.9% | +110.5% | -61.7% | +6.4% |
| 5Y | +21.1% | +141.8% | -120.7% | -19.5% |
| 10Y | +242.8% | +341.1% | -98.4% | +91.3% |
| All | +242.8% | +315.0% | -72.2% | +91.3% |
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