+43.2%
TER vs CCEP
+36.9%
+6.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +3.8% | -10.7% | -5.4% |
| 7D | -19.9% | +4.2% | -24.1% | -18.5% |
| 30D | -43.5% | +14.2% | -57.7% | -41.5% |
| 3M | -37.8% | +9.1% | -46.9% | -35.9% |
| 6M | -25.6% | +26.9% | -52.4% | -28.4% |
| YTD | +29.8% | +29.1% | +0.7% | +40.4% |
| 1Y | +43.2% | +36.8% | +6.4% | +55.8% |
| All | +43.2% | +36.9% | +6.3% | +55.8% |
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