-42.5%
ALB vs CCEP
+108.6%
-151.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.3% |
| 7D | -4.4% | -1.0% | -3.4% | -4.0% |
| 30D | -1.2% | -1.6% | +0.4% | -0.5% |
| 3M | -13.3% | +11.9% | -25.2% | -18.2% |
| 6M | -19.8% | +7.5% | -27.2% | -23.2% |
| YTD | -7.9% | +18.7% | -26.7% | -16.6% |
| 1Y | +60.2% | +21.4% | +38.7% | +42.4% |
| 3Y | -26.4% | +89.1% | -115.5% | -50.4% |
| 5Y | -42.5% | +108.7% | -151.2% | -64.6% |
| All | -42.5% | +108.6% | -151.1% | -64.6% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling