+62.6%
QLD vs CCEP
+157.0%
-94.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +1.3% | -14.0% | -13.4% |
| 7D | -18.6% | +5.7% | -24.3% | -21.4% |
| 30D | -28.3% | +15.3% | -43.6% | -34.8% |
| 3M | -20.4% | +8.0% | -28.4% | -24.9% |
| 6M | -14.3% | +26.7% | -41.0% | -28.4% |
| YTD | +2.8% | +30.7% | -27.9% | -17.0% |
| 1Y | -1.2% | +36.5% | -37.8% | -23.1% |
| 3Y | +135.3% | +111.1% | +24.2% | +16.6% |
| 5Y | +62.6% | +149.7% | -87.2% | -32.6% |
| All | +62.6% | +157.0% | -94.5% | -32.6% |
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