+842.6%
ASX vs CCEP
+299.9%
+542.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.2% | +7.5% | +8.2% |
| 7D | -12.3% | +1.7% | -13.9% | -13.0% |
| 30D | -26.0% | +12.7% | -38.7% | -29.7% |
| 3M | -8.1% | +8.5% | -16.6% | -11.7% |
| 6M | +1.4% | +25.6% | -24.2% | -9.0% |
| YTD | +115.6% | +30.9% | +84.6% | +89.9% |
| 1Y | +128.0% | +32.0% | +96.1% | +100.0% |
| 3Y | +371.4% | +110.9% | +260.5% | +227.8% |
| 5Y | +469.4% | +138.5% | +330.9% | +269.9% |
| 10Y | +842.6% | +302.3% | +540.3% | +402.5% |
| All | +842.6% | +299.9% | +542.7% | +402.5% |
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