+558.6%
QQQ vs CCEP
+236.1%
+322.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -0.6% | -2.8% | +2.3% | +0.3% |
| 30D | -1.2% | -4.0% | +2.8% | -0.1% |
| 3M | -0.2% | +5.2% | -5.4% | -2.2% |
| 6M | +17.9% | +2.7% | +15.2% | +16.2% |
| YTD | +16.6% | +14.5% | +2.1% | +10.6% |
| 1Y | +23.0% | +17.2% | +5.8% | +15.4% |
| 3Y | +92.9% | +79.3% | +13.6% | +54.2% |
| 5Y | +95.6% | +106.8% | -11.2% | +46.7% |
| All | +558.6% | +236.1% | +322.4% | +328.2% |
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