-39.9%
ACN vs CCEP
+86.4%
-126.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.2% | -2.7% |
| 7D | -1.5% | -3.1% | +1.5% | -0.9% |
| 30D | +9.4% | -2.6% | +12.0% | +9.9% |
| 3M | +5.6% | +14.9% | -9.3% | +3.7% |
| 6M | -9.3% | +2.3% | -11.5% | -9.4% |
| YTD | -29.0% | +17.8% | -46.8% | -31.3% |
| 1Y | -24.7% | +24.2% | -48.9% | -28.0% |
| All | -39.9% | +86.4% | -126.3% | -49.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling