+10.3%
ARM vs CCEP
+36.6%
-26.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.0% | +5.7% | +4.2% |
| 7D | -15.2% | +2.6% | -17.8% | -13.8% |
| 30D | -40.7% | +15.1% | -55.8% | -36.7% |
| 3M | -39.1% | +7.3% | -46.4% | -36.1% |
| 6M | -26.4% | +23.4% | -49.8% | -22.4% |
| YTD | +59.7% | +29.4% | +30.3% | +77.3% |
| 1Y | +10.3% | +34.2% | -23.9% | +25.9% |
| All | +10.3% | +36.6% | -26.3% | +25.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling