+1,559.3%
ASML vs CCEP
+336.4%
+1,222.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.1% |
| 7D | +10.4% | -0.3% | +10.7% | +10.5% |
| 30D | -12.7% | +11.0% | -23.7% | -16.8% |
| 3M | -17.2% | +9.2% | -26.4% | -20.8% |
| 6M | -1.3% | +27.2% | -28.5% | -12.6% |
| YTD | +40.8% | +30.3% | +10.5% | +23.2% |
| 1Y | +45.2% | +28.7% | +16.5% | +27.7% |
| 3Y | +131.8% | +109.4% | +22.4% | +58.5% |
| 5Y | +84.0% | +144.1% | -60.1% | +16.6% |
| All | +1,559.3% | +336.4% | +1,222.8% | +736.8% |
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 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