+151.8%
ACN vs CCEP
+336.4%
-184.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.2% |
| 7D | -5.7% | -0.3% | -5.4% | -5.6% |
| 30D | +17.0% | +11.0% | +6.1% | +12.6% |
| 3M | +39.9% | +9.2% | +30.7% | +35.3% |
| 6M | +50.2% | +27.2% | +23.0% | +37.2% |
| YTD | -4.2% | +30.3% | -34.5% | -14.1% |
| 1Y | +4.3% | +28.7% | -24.4% | -6.0% |
| 3Y | -17.1% | +109.4% | -126.5% | -39.7% |
| 5Y | -26.5% | +144.1% | -170.6% | -50.6% |
| All | +151.8% | +336.4% | -184.7% | +45.1% |
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