+10.3%
ADM vs CCEP
+113.9%
-103.5%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.4% | +1.3% | +2.5% |
| 7D | +4.2% | +2.1% | +2.1% | +3.8% |
| 30D | -12.8% | +10.6% | -23.4% | -14.4% |
| 3M | -8.5% | +10.3% | -18.8% | -10.1% |
| 6M | -10.9% | +31.1% | -42.0% | -16.1% |
| YTD | +29.4% | +32.1% | -2.7% | +20.6% |
| 1Y | +27.5% | +32.8% | -5.3% | +18.7% |
| 3Y | +10.3% | +111.3% | -101.0% | -7.8% |
| All | +10.3% | +113.9% | -103.5% | -7.8% |
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 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