+19.7%
QCOM vs CCEP
+140.3%
-120.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.6% |
| 7D | +13.0% | -0.3% | +13.3% | +13.1% |
| 30D | +0.2% | +11.0% | -10.8% | -3.9% |
| 3M | +9.2% | +9.2% | 0.0% | +5.2% |
| 6M | -15.0% | +27.2% | -42.2% | -23.7% |
| YTD | +5.2% | +30.3% | -25.1% | -7.2% |
| 1Y | +2.4% | +28.7% | -26.3% | -9.2% |
| 3Y | +52.0% | +109.4% | -57.4% | +1.4% |
| 5Y | +19.7% | +144.1% | -124.4% | -28.0% |
| All | +19.7% | +140.3% | -120.6% | -28.0% |
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