+46,613.4%
QCOM vs CCEP
+9,263.8%
+37,349.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +1.3% | -10.7% | -9.8% |
| 7D | -15.5% | +5.7% | -21.2% | -16.9% |
| 30D | -13.4% | +15.3% | -28.7% | -17.1% |
| 3M | 0.0% | +8.0% | -8.0% | -2.6% |
| 6M | -15.2% | +26.7% | -41.9% | -21.5% |
| YTD | -6.9% | +30.7% | -37.6% | -14.9% |
| 1Y | -11.0% | +36.5% | -47.5% | -19.6% |
| 3Y | +39.8% | +111.1% | -71.4% | +10.3% |
| 5Y | +7.2% | +149.7% | -142.5% | -19.7% |
| 10Y | +207.7% | +305.3% | -97.7% | +96.5% |
| All | +46,613.4% | +9,263.8% | +37,349.6% | +13,276.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling