+12.7%
QLD vs CCEP
+31.1%
-18.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.3% | +4.4% | +4.7% |
| 7D | -1.2% | +1.8% | -2.9% | -0.8% |
| 30D | -15.7% | +12.2% | -27.9% | -14.1% |
| 3M | -10.0% | +10.7% | -20.7% | -8.4% |
| 6M | -11.2% | +27.5% | -38.7% | -10.6% |
| YTD | +16.4% | +31.3% | -15.0% | +22.2% |
| 1Y | +12.7% | +29.9% | -17.2% | +19.8% |
| All | +12.7% | +31.1% | -18.4% | +19.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling