+128.3%
ADBE vs CCEP
+340.9%
-212.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.3% | -0.3% |
| 7D | -3.8% | +5.4% | -9.2% | -5.6% |
| 30D | -2.3% | +12.8% | -15.1% | -6.4% |
| 3M | -13.3% | +10.9% | -24.1% | -16.4% |
| 6M | -6.5% | +25.6% | -32.1% | -13.9% |
| YTD | -32.4% | +31.0% | -63.4% | -39.2% |
| 1Y | -28.0% | +32.3% | -60.3% | -35.5% |
| 3Y | -60.4% | +110.5% | -170.9% | -70.7% |
| 5Y | -63.4% | +141.8% | -205.2% | -74.7% |
| All | +128.3% | +340.9% | -212.6% | +32.9% |
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