+887.2%
ASX vs CCEP
+315.0%
+572.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.1% | +3.2% | +3.2% |
| 7D | -9.1% | +5.4% | -14.5% | -10.9% |
| 30D | -23.6% | +12.8% | -36.3% | -27.4% |
| 3M | -5.6% | +10.9% | -16.5% | -10.1% |
| 6M | +4.7% | +25.6% | -20.9% | -6.1% |
| YTD | +122.6% | +31.0% | +91.6% | +95.9% |
| 1Y | +133.0% | +32.3% | +100.7% | +104.0% |
| 3Y | +367.1% | +110.5% | +256.6% | +224.2% |
| 5Y | +504.7% | +141.8% | +362.9% | +289.3% |
| 10Y | +887.2% | +341.1% | +546.1% | +418.0% |
| All | +887.2% | +315.0% | +572.2% | +418.0% |
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