+77,094.7%
ASML vs CCEP
+5,660.8%
+71,433.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +1.3% | -10.6% | -9.7% |
| 7D | -19.0% | +5.7% | -24.8% | -20.7% |
| 30D | -25.9% | +15.3% | -41.3% | -29.8% |
| 3M | -19.1% | +8.0% | -27.1% | -21.7% |
| 6M | -5.7% | +26.7% | -32.5% | -14.3% |
| YTD | +27.6% | +30.7% | -3.1% | +14.6% |
| 1Y | +30.8% | +36.5% | -5.8% | +15.5% |
| 3Y | +116.2% | +111.1% | +5.1% | +62.2% |
| 5Y | +67.7% | +149.7% | -82.1% | +19.3% |
| 10Y | +1,355.3% | +305.3% | +1,050.0% | +754.5% |
| All | +77,094.7% | +5,660.8% | +71,433.9% | +32,817.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling