+72.2%
V vs CCEP
+105.1%
-32.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | +0.2% |
| 7D | -1.7% | -3.1% | +1.4% | -0.6% |
| 30D | +2.0% | -2.6% | +4.6% | +2.9% |
| 3M | +17.4% | +14.9% | +2.4% | +11.4% |
| 6M | +17.5% | +2.3% | +15.2% | +16.2% |
| YTD | +7.6% | +17.8% | -10.3% | +0.3% |
| 1Y | +7.7% | +24.2% | -16.5% | -1.9% |
| 3Y | +54.7% | +84.7% | -30.1% | +16.7% |
| All | +72.2% | +105.1% | -32.9% | +18.4% |
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