+10.4%
V vs CCEP
+22.3%
-11.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.4% |
| 7D | -1.7% | -3.1% | +1.4% | -1.2% |
| 30D | +2.0% | -2.6% | +4.6% | +2.4% |
| 3M | +17.4% | +14.9% | +2.4% | +15.8% |
| 6M | +17.5% | +2.3% | +15.2% | +17.5% |
| YTD | +7.6% | +17.8% | -10.3% | +5.7% |
| All | +10.4% | +22.3% | -11.9% | +7.6% |
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