-29.5%
ALB vs CCEP
+86.4%
-115.9%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.1% | -1.3% | -3.5% |
| 7D | -8.1% | -3.1% | -5.0% | -7.2% |
| 30D | +6.3% | -2.6% | +8.9% | +7.1% |
| 3M | -23.6% | +14.9% | -38.5% | -27.4% |
| 6M | -24.6% | +2.3% | -26.9% | -25.3% |
| YTD | -10.3% | +17.8% | -28.1% | -16.1% |
| 1Y | +61.5% | +24.2% | +37.3% | +45.8% |
| All | -29.5% | +86.4% | -115.9% | -54.2% |
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 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