+3,552.3%
ASX vs CCEP
+2,132.0%
+1,420.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +1.3% |
| 7D | -0.7% | -3.1% | +2.3% | +0.3% |
| 30D | +2.0% | -2.6% | +4.6% | +2.7% |
| 3M | -1.3% | +14.9% | -16.3% | -6.9% |
| 6M | +71.4% | +2.3% | +69.2% | +68.3% |
| YTD | +135.3% | +17.8% | +117.5% | +119.5% |
| 1Y | +267.5% | +24.2% | +243.3% | +234.8% |
| 3Y | +388.5% | +84.7% | +303.8% | +280.7% |
| 5Y | +417.1% | +103.2% | +313.9% | +287.6% |
| 10Y | +872.7% | +257.4% | +615.4% | +480.9% |
| All | +3,552.3% | +2,132.0% | +1,420.3% | +1,025.5% |
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 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