+4,619.0%
ADSK vs CCEP
+6,921.7%
-2,302.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.7% | -3.4% | -2.8% |
| 7D | -14.3% | -1.0% | -13.3% | -14.0% |
| 30D | -14.8% | -1.6% | -13.2% | -14.4% |
| 3M | -5.7% | +11.9% | -17.6% | -8.7% |
| 6M | -18.7% | +7.5% | -26.1% | -20.6% |
| YTD | -28.3% | +18.7% | -47.0% | -32.3% |
| 1Y | -35.1% | +21.4% | -56.5% | -39.2% |
| 3Y | -3.2% | +89.1% | -92.3% | -20.9% |
| 5Y | -26.7% | +108.7% | -135.4% | -42.1% |
| 10Y | +208.4% | +241.0% | -32.6% | +107.3% |
| All | +4,619.0% | +6,921.7% | -2,302.7% | +1,211.5% |
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