+114.5%
ADI vs CCEP
+89.4%
+25.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.5% | +0.1% |
| 7D | +2.4% | -1.0% | +3.4% | +2.6% |
| 30D | -6.6% | -1.6% | -5.0% | -6.3% |
| 3M | -9.8% | +11.9% | -21.7% | -13.1% |
| 6M | +15.7% | +7.5% | +8.2% | +12.7% |
| YTD | +35.1% | +18.7% | +16.4% | +27.8% |
| 1Y | +47.7% | +21.4% | +26.3% | +38.5% |
| 3Y | +114.5% | +89.1% | +25.3% | +67.2% |
| All | +114.5% | +89.4% | +25.0% | +67.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling