-14.1%
ALB vs CCEP
+113.9%
-128.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.8% | -1.7% |
| 7D | -5.8% | +2.1% | -7.9% | -6.3% |
| 30D | -4.5% | +10.6% | -15.1% | -7.0% |
| 3M | -28.1% | +10.3% | -38.4% | -29.9% |
| 6M | -53.2% | +31.1% | -84.3% | -56.8% |
| YTD | -33.3% | +32.1% | -65.4% | -38.9% |
| 1Y | -17.4% | +32.8% | -50.3% | -24.5% |
| 3Y | -14.1% | +111.3% | -125.5% | -40.8% |
| All | -14.1% | +113.9% | -128.0% | -40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling