+620.2%
ADI vs CCEP
+342.6%
+277.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.4% | -4.2% | -3.3% |
| 7D | +9.5% | +2.1% | +7.4% | +8.7% |
| 30D | -1.4% | +10.6% | -12.0% | -5.4% |
| 3M | +4.7% | +10.3% | -5.6% | +0.2% |
| 6M | -7.4% | +31.1% | -38.5% | -17.7% |
| YTD | +48.1% | +32.1% | +15.9% | +30.9% |
| 1Y | +69.6% | +32.8% | +36.8% | +49.7% |
| 3Y | +144.4% | +111.3% | +33.0% | +75.9% |
| 5Y | +134.1% | +147.5% | -13.4% | +56.1% |
| All | +620.2% | +342.6% | +277.6% | +320.4% |
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