-24.8%
U vs CCEP
+224.3%
-249.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.5% |
| 7D | +32.3% | +1.7% | +30.7% | +31.5% |
| 30D | +9.7% | +12.7% | -3.0% | +4.8% |
| 3M | +19.6% | +8.5% | +11.1% | +15.7% |
| 6M | +82.6% | +25.6% | +57.1% | +67.1% |
| YTD | +16.4% | +30.9% | -14.5% | +3.1% |
| 1Y | +28.5% | +32.0% | -3.5% | +13.1% |
| 3Y | +103.8% | +110.9% | -7.2% | +44.7% |
| 5Y | -70.0% | +138.5% | -208.5% | -80.9% |
| All | -24.8% | +224.3% | -249.1% | -33.1% |
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