+636.4%
ADI vs CCEP
+237.8%
+398.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +1.5% |
| 7D | +2.6% | -3.7% | +6.3% | +4.0% |
| 30D | -4.6% | -2.1% | -2.5% | -4.0% |
| 3M | -9.5% | +7.2% | -16.7% | -12.5% |
| 6M | +14.8% | +3.3% | +11.6% | +12.4% |
| YTD | +35.8% | +15.7% | +20.1% | +27.0% |
| 1Y | +48.9% | +16.6% | +32.4% | +38.5% |
| 3Y | +115.6% | +84.3% | +31.3% | +64.6% |
| 5Y | +135.1% | +109.0% | +26.1% | +68.1% |
| 10Y | +636.4% | +238.1% | +398.3% | +353.0% |
| All | +636.4% | +237.8% | +398.6% | +353.0% |
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 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