-22.5%
ACN vs CCEP
+148.1%
-170.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.4% |
| 7D | +0.9% | +2.6% | -1.7% | -0.1% |
| 30D | +33.5% | +15.1% | +18.4% | +27.1% |
| 3M | +53.5% | +7.3% | +46.2% | +49.6% |
| 6M | +52.2% | +23.4% | +28.8% | +41.3% |
| YTD | -0.1% | +29.4% | -29.5% | -9.8% |
| 1Y | +11.0% | +34.2% | -23.2% | -1.2% |
| 3Y | -11.8% | +108.4% | -120.1% | -37.1% |
| All | -22.5% | +148.1% | -170.6% | -50.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling