+250.1%
SPOT vs CCEP
+217.1%
+33.0%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | 0.0% |
| 7D | -6.9% | -5.7% | -1.1% | -5.1% |
| 30D | +4.1% | -3.4% | +7.5% | +5.3% |
| 3M | +3.7% | +5.5% | -1.8% | +2.1% |
| 6M | -1.6% | +2.2% | -3.8% | -2.5% |
| YTD | -10.2% | +14.6% | -24.8% | -14.4% |
| 1Y | -25.9% | +18.9% | -44.8% | -30.5% |
| 3Y | +235.6% | +82.6% | +153.0% | +171.0% |
| 5Y | +110.6% | +107.0% | +3.6% | +61.2% |
| All | +250.1% | +217.1% | +33.0% | +122.6% |
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