+58.2%
QQQI vs CCEP
+59.3%
-1.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -0.3% | -2.8% | +2.5% | -0.1% |
| 30D | -0.3% | -4.0% | +3.7% | 0.0% |
| 3M | +1.3% | +5.2% | -3.9% | +0.6% |
| 6M | +11.5% | +2.7% | +8.8% | +10.9% |
| YTD | +11.3% | +14.5% | -3.2% | +9.2% |
| 1Y | +16.9% | +17.2% | -0.3% | +14.2% |
| All | +58.2% | +59.3% | -1.1% | +45.8% |
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