+94.5%
QQQ vs CCEP
+105.2%
-10.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | +0.5% |
| 7D | +1.0% | -3.7% | +4.7% | +2.1% |
| 30D | -0.6% | -2.1% | +1.5% | -0.1% |
| 3M | +1.3% | +7.2% | -5.9% | -1.5% |
| 6M | +18.1% | +3.3% | +14.9% | +16.1% |
| YTD | +16.9% | +15.7% | +1.2% | +10.0% |
| 1Y | +24.0% | +16.6% | +7.4% | +16.0% |
| 3Y | +95.6% | +84.3% | +11.4% | +46.3% |
| 5Y | +94.5% | +109.0% | -14.5% | +34.8% |
| All | +94.5% | +105.2% | -10.7% | +34.8% |
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 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