+217.0%
W vs CCEP
+315.0%
-98.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.1% | -3.8% | -3.7% |
| 7D | +1.1% | +5.4% | -4.3% | -1.5% |
| 30D | +6.4% | +12.8% | -6.3% | 0.0% |
| 3M | +9.0% | +10.9% | -1.9% | +3.1% |
| 6M | +69.8% | +25.6% | +44.2% | +50.3% |
| YTD | +12.1% | +31.0% | -18.9% | -3.6% |
| 1Y | 0.0% | +32.3% | -32.2% | -14.4% |
| 3Y | +160.3% | +110.5% | +49.8% | +69.1% |
| 5Y | -53.3% | +141.8% | -195.1% | -71.8% |
| 10Y | +217.0% | +341.1% | -124.2% | +70.3% |
| All | +217.0% | +315.0% | -98.0% | +70.3% |
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