+52.5%
SOXX vs CCEP
+36.9%
+15.6%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.8% | -7.0% | -1.6% |
| 7D | -13.7% | +4.2% | -18.0% | -12.1% |
| 30D | -23.6% | +14.2% | -37.8% | -19.9% |
| 3M | -16.9% | +9.1% | -26.0% | -13.8% |
| 6M | -2.4% | +26.9% | -29.3% | +1.2% |
| YTD | +49.8% | +29.1% | +20.7% | +65.8% |
| 1Y | +52.5% | +36.8% | +15.8% | +71.5% |
| All | +52.5% | +36.9% | +15.6% | +71.5% |
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