+199.8%
TER vs CCEP
+24.3%
+175.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -3.1% | +8.6% | +4.3% |
| 7D | +0.6% | -3.1% | +3.6% | -0.5% |
| 30D | -8.3% | -2.6% | -5.7% | -8.9% |
| 3M | -12.2% | +14.9% | -27.2% | -11.3% |
| 6M | +17.0% | +2.3% | +14.8% | +9.1% |
| YTD | +84.6% | +17.8% | +66.8% | +108.1% |
| 1Y | +199.8% | +24.2% | +175.6% | +264.5% |
| All | +199.8% | +24.3% | +175.5% | +264.5% |
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