+141.5%
W vs CCEP
+244.1%
-102.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.2% |
| 7D | +6.5% | -1.0% | +7.5% | +6.9% |
| 30D | -6.2% | -1.6% | -4.6% | -5.6% |
| 3M | +48.9% | +11.9% | +37.0% | +40.3% |
| 6M | +31.2% | +7.5% | +23.7% | +26.0% |
| YTD | -0.4% | +18.7% | -19.2% | -9.7% |
| 1Y | +14.8% | +21.4% | -6.6% | +2.9% |
| 3Y | +40.5% | +89.1% | -48.6% | -2.4% |
| 5Y | -62.1% | +108.7% | -170.8% | -75.2% |
| 10Y | +141.5% | +241.0% | -99.4% | +41.5% |
| All | +141.5% | +244.1% | -102.5% | +41.5% |
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