+145.4%
ASX vs CCEP
+30.9%
+114.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.4% | -1.3% |
| 7D | +12.4% | +2.1% | +10.3% | +13.5% |
| 30D | -19.8% | +10.6% | -30.4% | -15.7% |
| 3M | -10.3% | +10.3% | -20.6% | -5.5% |
| 6M | +1.2% | +31.1% | -29.8% | +6.0% |
| YTD | +123.0% | +32.1% | +90.9% | +156.3% |
| 1Y | +145.4% | +32.8% | +112.6% | +183.0% |
| All | +145.4% | +30.9% | +114.5% | +183.0% |
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 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