+156.4%
ADBE vs CCEP
+237.8%
-81.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.6% | 0.0% |
| 7D | -8.9% | -3.7% | -5.2% | -7.7% |
| 30D | -6.6% | -2.1% | -4.5% | -5.9% |
| 3M | +7.1% | +7.2% | 0.0% | +4.6% |
| 6M | -9.8% | +3.3% | -13.0% | -11.1% |
| YTD | -27.2% | +15.7% | -42.9% | -31.5% |
| 1Y | -28.0% | +16.6% | -44.6% | -32.5% |
| 3Y | -54.5% | +84.3% | -138.8% | -64.7% |
| 5Y | -61.5% | +109.0% | -170.5% | -71.9% |
| 10Y | +156.4% | +238.1% | -81.7% | +56.8% |
| All | +156.4% | +237.8% | -81.4% | +56.8% |
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 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