+156.3%
ACN vs CCEP
+299.9%
-143.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.2% | -3.5% | -2.8% |
| 7D | -2.5% | +1.7% | -4.2% | -3.1% |
| 30D | +22.6% | +12.7% | +9.9% | +17.4% |
| 3M | +45.9% | +8.5% | +37.4% | +41.6% |
| 6M | +43.8% | +25.6% | +18.3% | +32.3% |
| YTD | -2.5% | +30.9% | -33.4% | -12.5% |
| 1Y | +6.5% | +32.0% | -25.5% | -4.8% |
| 3Y | -14.2% | +110.9% | -125.1% | -37.3% |
| 5Y | -24.4% | +138.5% | -162.9% | -48.3% |
| 10Y | +156.3% | +302.3% | -146.0% | +50.5% |
| All | +156.3% | +299.9% | -143.6% | +50.5% |
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