-23.8%
SPOT vs CCEP
+18.3%
-42.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -3.1% | -2.8% | -0.2% | -2.9% |
| 30D | +7.4% | -4.0% | +11.4% | +7.8% |
| 3M | +8.2% | +5.2% | +3.0% | +9.5% |
| 6M | +2.2% | +2.7% | -0.5% | +2.6% |
| YTD | -9.5% | +14.5% | -24.0% | -6.6% |
| 1Y | -23.8% | +17.2% | -41.0% | -21.0% |
| All | -23.8% | +18.3% | -42.1% | -21.0% |
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