+37,071.2%
ADI vs CCEP
+6,869.6%
+30,201.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.1% | +4.7% | +2.5% |
| 7D | +0.4% | -3.1% | +3.5% | +1.3% |
| 30D | -3.8% | -2.6% | -1.2% | -3.2% |
| 3M | -15.3% | +14.9% | -30.2% | -19.0% |
| 6M | +6.7% | +2.3% | +4.4% | +5.4% |
| YTD | +34.8% | +17.8% | +16.9% | +27.7% |
| 1Y | +49.0% | +24.2% | +24.8% | +38.9% |
| 3Y | +108.1% | +84.7% | +23.4% | +72.0% |
| 5Y | +142.4% | +103.2% | +39.2% | +93.9% |
| 10Y | +589.9% | +257.4% | +332.5% | +360.8% |
| All | +37,071.2% | +6,869.6% | +30,201.5% | +10,369.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling