+1,520.2%
QLD vs CCEP
+342.1%
+1,178.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.3% | +4.4% | +4.5% |
| 7D | -1.2% | +1.8% | -2.9% | -2.3% |
| 30D | -15.7% | +12.2% | -27.9% | -22.2% |
| 3M | -10.0% | +10.7% | -20.7% | -16.6% |
| 6M | -11.2% | +27.5% | -38.7% | -26.0% |
| YTD | +16.4% | +31.3% | -15.0% | -5.6% |
| 1Y | +12.7% | +29.9% | -17.2% | -8.0% |
| 3Y | +152.3% | +111.1% | +41.2% | +41.8% |
| 5Y | +91.8% | +142.3% | -50.6% | -1.6% |
| 10Y | +1,520.2% | +335.5% | +1,184.8% | +562.3% |
| All | +1,520.2% | +342.1% | +1,178.2% | +562.3% |
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