-62.1%
ALB vs CCEP
+148.1%
-210.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.3% |
| 7D | +9.1% | +2.6% | +6.5% | +7.8% |
| 30D | -3.4% | +15.1% | -18.5% | -9.7% |
| 3M | -20.6% | +7.3% | -27.9% | -23.4% |
| 6M | -48.2% | +23.4% | -71.6% | -53.6% |
| YTD | -29.2% | +29.4% | -58.6% | -38.7% |
| 1Y | +10.0% | +34.2% | -24.2% | -6.7% |
| 3Y | -12.9% | +108.4% | -121.3% | -45.0% |
| All | -62.1% | +148.1% | -210.2% | -78.7% |
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