+2,793.8%
ASX vs CCEP
+2,375.3%
+418.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +1.3% | -22.0% | -21.2% |
| 7D | -33.3% | +5.7% | -39.0% | -34.7% |
| 30D | -36.5% | +15.3% | -51.8% | -39.9% |
| 3M | -19.2% | +8.0% | -27.2% | -22.1% |
| 6M | -10.2% | +26.7% | -37.0% | -18.8% |
| YTD | +86.5% | +30.7% | +55.8% | +66.5% |
| 1Y | +89.6% | +36.5% | +53.1% | +66.5% |
| 3Y | +298.6% | +111.1% | +187.5% | +194.4% |
| 5Y | +414.3% | +149.7% | +264.5% | +256.4% |
| 10Y | +711.1% | +305.3% | +405.7% | +360.7% |
| All | +2,793.8% | +2,375.3% | +418.5% | +753.6% |
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