-6.4%
T vs CCEP
+36.9%
-43.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.8% | -1.8% | +0.9% |
| 7D | +5.5% | +4.2% | +1.2% | +4.1% |
| 30D | -8.9% | +14.2% | -23.1% | -11.5% |
| 3M | -5.6% | +9.1% | -14.7% | -7.4% |
| 6M | -14.3% | +26.9% | -41.1% | -17.9% |
| YTD | -7.9% | +29.1% | -37.0% | -12.9% |
| 1Y | -6.4% | +36.8% | -43.2% | -13.7% |
| All | -6.4% | +36.9% | -43.3% | -13.7% |
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