0.0%
W vs CCEP
+32.6%
-32.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.1% | -3.8% | -3.7% |
| 7D | +1.1% | +5.4% | -4.3% | -0.6% |
| 30D | +6.4% | +12.8% | -6.3% | +2.4% |
| 3M | +9.0% | +10.9% | -1.9% | +5.0% |
| 6M | +69.8% | +25.6% | +44.2% | +56.7% |
| YTD | +12.1% | +31.0% | -18.9% | +3.4% |
| 1Y | 0.0% | +32.3% | -32.2% | -8.3% |
| All | 0.0% | +32.6% | -32.5% | -8.3% |
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 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