+1,077.0%
TER vs CCEP
+342.1%
+734.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.3% | +8.0% | +8.2% |
| 7D | +5.9% | +1.8% | +4.1% | +5.2% |
| 30D | -30.8% | +12.2% | -42.9% | -34.0% |
| 3M | -29.9% | +10.7% | -40.6% | -33.2% |
| 6M | -27.5% | +27.5% | -54.9% | -35.4% |
| YTD | +37.5% | +31.3% | +6.1% | +21.5% |
| 1Y | +50.3% | +29.9% | +20.4% | +33.2% |
| 3Y | +204.9% | +111.1% | +93.8% | +111.7% |
| 5Y | +89.2% | +142.3% | -53.2% | +22.5% |
| 10Y | +1,077.0% | +335.5% | +741.5% | +557.2% |
| All | +1,077.0% | +342.1% | +734.9% | +557.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling