+36.3%
ALB vs CCEP
+342.1%
-305.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | +1.1% | +1.8% | -0.7% | +0.3% |
| 30D | -2.6% | +12.2% | -14.8% | -7.5% |
| 3M | -25.6% | +10.7% | -36.2% | -29.0% |
| 6M | -54.0% | +27.5% | -81.5% | -59.1% |
| YTD | -31.6% | +31.3% | -62.9% | -40.4% |
| 1Y | -6.6% | +29.9% | -36.5% | -18.1% |
| 3Y | -14.0% | +111.1% | -125.1% | -40.9% |
| 5Y | -62.5% | +142.3% | -204.9% | -76.1% |
| 10Y | +36.3% | +335.5% | -299.2% | -29.2% |
| All | +36.3% | +342.1% | -305.8% | -29.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling