-6.5%
U vs CCEP
+18.5%
-25.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | -1.0% |
| 7D | +4.4% | -3.7% | +8.0% | +3.6% |
| 30D | -1.3% | -2.1% | +0.8% | -1.6% |
| 3M | +49.6% | +7.2% | +42.4% | +54.7% |
| 6M | +100.2% | +3.3% | +96.9% | +103.1% |
| YTD | -3.7% | +15.7% | -19.4% | +3.2% |
| 1Y | -6.5% | +16.6% | -23.1% | -1.2% |
| All | -6.5% | +18.5% | -25.0% | -1.2% |
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 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