-15.2%
QCOM vs CCEP
+28.5%
-43.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +1.3% | -10.7% | -9.0% |
| 7D | -15.5% | +5.7% | -21.2% | -13.5% |
| 30D | -13.4% | +15.3% | -28.7% | -8.6% |
| 3M | 0.0% | +8.0% | -8.0% | +2.6% |
| 6M | -15.2% | +26.7% | -41.9% | -4.9% |
| All | -15.2% | +28.5% | -43.7% | -4.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling