+162.4%
ADM vs CCEP
+244.1%
-81.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.9% | -0.4% |
| 7D | -0.1% | -1.0% | +0.9% | +0.2% |
| 30D | +11.0% | -1.6% | +12.6% | +11.5% |
| 3M | +6.0% | +11.9% | -5.9% | +1.8% |
| 6M | +26.9% | +7.5% | +19.5% | +23.1% |
| YTD | +50.0% | +18.7% | +31.3% | +40.3% |
| 1Y | +39.6% | +21.4% | +18.2% | +29.3% |
| 3Y | +18.5% | +89.1% | -70.6% | -6.7% |
| 5Y | +62.6% | +108.7% | -46.1% | +21.3% |
| 10Y | +162.4% | +241.0% | -78.6% | +68.3% |
| All | +162.4% | +244.1% | -81.6% | +68.3% |
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