+120.2%
SPOT vs CCEP
+140.5%
-20.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | -3.0% | +1.8% | -4.7% | -3.7% |
| 30D | +15.2% | +12.2% | +3.0% | +9.2% |
| 3M | +21.6% | +10.7% | +10.9% | +16.0% |
| 6M | +45.2% | +27.5% | +17.7% | +29.8% |
| YTD | +4.9% | +31.3% | -26.5% | -8.8% |
| 1Y | -4.8% | +29.9% | -34.7% | -16.8% |
| 3Y | +256.3% | +111.1% | +145.2% | +124.7% |
| 5Y | +120.2% | +142.3% | -22.2% | +22.6% |
| All | +120.2% | +140.5% | -20.3% | +22.6% |
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 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