-40.9%
SE vs CCEP
+24.3%
-65.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.3% |
| 7D | -6.1% | -3.1% | -3.0% | -5.5% |
| 30D | -2.5% | -2.6% | +0.1% | -2.0% |
| 3M | +21.7% | +14.9% | +6.8% | +19.6% |
| 6M | +27.0% | +2.3% | +24.7% | +24.0% |
| YTD | -12.1% | +17.8% | -30.0% | -8.6% |
| 1Y | -40.9% | +24.2% | -65.1% | -37.7% |
| All | -40.9% | +24.3% | -65.2% | -37.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling