+257.6%
ALAB vs CCEP
+79.0%
+178.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.4% | -4.0% | -1.7% |
| 7D | +16.3% | +2.1% | +14.2% | +17.8% |
| 30D | -26.1% | +10.6% | -36.7% | -20.6% |
| 3M | -31.3% | +10.3% | -41.6% | -25.6% |
| 6M | -1.0% | +31.1% | -32.1% | +15.3% |
| YTD | +33.3% | +32.1% | +1.2% | +56.5% |
| 1Y | +53.5% | +32.8% | +20.7% | +80.9% |
| All | +257.6% | +79.0% | +178.7% | +286.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling