+9,127.5%
QLD vs CCEP
+1,641.1%
+7,486.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.4% | +2.5% |
| 7D | +0.6% | -3.1% | +3.6% | +2.8% |
| 30D | -0.1% | -2.6% | +2.5% | +1.5% |
| 3M | -8.4% | +14.9% | -23.3% | -18.5% |
| 6M | +32.2% | +2.3% | +29.9% | +27.6% |
| YTD | +28.9% | +17.8% | +11.1% | +11.3% |
| 1Y | +43.8% | +24.2% | +19.6% | +18.4% |
| 3Y | +176.6% | +84.7% | +91.9% | +65.0% |
| 5Y | +121.6% | +103.2% | +18.4% | +23.8% |
| 10Y | +1,652.9% | +257.4% | +1,395.5% | +501.8% |
| All | +9,127.5% | +1,641.1% | +7,486.4% | +752.8% |
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 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