+498.2%
ASX vs CCEP
+140.3%
+357.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.2% | -3.8% |
| 7D | +22.1% | -0.3% | +22.4% | +22.2% |
| 30D | -23.8% | +11.0% | -34.7% | -26.5% |
| 3M | -7.6% | +9.2% | -16.8% | -10.8% |
| 6M | +6.9% | +27.2% | -20.3% | -3.8% |
| YTD | +127.7% | +30.3% | +97.4% | +102.3% |
| 1Y | +144.5% | +28.7% | +115.9% | +118.3% |
| 3Y | +377.8% | +109.4% | +268.4% | +208.9% |
| 5Y | +498.2% | +144.1% | +354.1% | +239.4% |
| All | +498.2% | +140.3% | +357.9% | +239.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling