+14.8%
SPY vs CCEP
+36.9%
-22.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.8% | -2.2% | +1.5% |
| 7D | -0.7% | +4.2% | -5.0% | -0.9% |
| 30D | -1.0% | +14.2% | -15.2% | -1.6% |
| 3M | -0.3% | +9.1% | -9.5% | -0.7% |
| 6M | +7.3% | +26.9% | -19.5% | +5.4% |
| YTD | +13.3% | +29.1% | -15.8% | +12.8% |
| 1Y | +14.8% | +36.8% | -22.0% | +13.3% |
| All | +14.8% | +36.9% | -22.1% | +13.3% |
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