-68.4%
U vs CCEP
+148.1%
-216.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.0% | +6.5% | +6.1% |
| 7D | +36.6% | +2.6% | +34.0% | +34.5% |
| 30D | +13.3% | +15.1% | -1.8% | +3.1% |
| 3M | +26.2% | +7.3% | +18.9% | +19.8% |
| 6M | +88.7% | +23.4% | +65.3% | +62.8% |
| YTD | +16.6% | +29.4% | -12.8% | -5.9% |
| 1Y | +29.0% | +34.2% | -5.3% | +0.6% |
| 3Y | +99.5% | +108.4% | -8.9% | +0.6% |
| All | -68.4% | +148.1% | -216.5% | -87.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling