+41,876.5%
ADI vs CCEP
+7,667.7%
+34,208.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.7% | +3.9% |
| 7D | +0.7% | +1.8% | -1.1% | +0.2% |
| 30D | +0.7% | +12.2% | -11.5% | -2.9% |
| 3M | +6.5% | +10.7% | -4.2% | +2.9% |
| 6M | -2.7% | +27.5% | -30.1% | -10.1% |
| YTD | +52.2% | +31.3% | +20.8% | +39.3% |
| 1Y | +77.5% | +29.9% | +47.6% | +62.9% |
| 3Y | +148.8% | +111.1% | +37.7% | +97.3% |
| 5Y | +142.9% | +142.3% | +0.5% | +84.4% |
| 10Y | +653.2% | +335.5% | +317.7% | +375.5% |
| All | +41,876.5% | +7,667.7% | +34,208.8% | +11,317.0% |
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 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