-34.5%
ADSK vs CCEP
+18.3%
-52.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -2.5% | -2.8% | +0.3% | -2.3% |
| 30D | -14.9% | -4.0% | -10.8% | -14.6% |
| 3M | +3.3% | +5.2% | -1.9% | +4.4% |
| 6M | -15.7% | +2.7% | -18.4% | -15.1% |
| YTD | -28.2% | +14.5% | -42.8% | -26.2% |
| 1Y | -34.5% | +17.2% | -51.7% | -32.3% |
| All | -34.5% | +18.3% | -52.8% | -32.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling