+2,979.8%
ASX vs CCEP
+2,350.8%
+628.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.0% | +7.4% | +6.8% |
| 7D | -19.9% | +2.6% | -22.5% | -20.8% |
| 30D | -30.9% | +15.1% | -46.0% | -34.6% |
| 3M | -15.1% | +7.3% | -22.4% | -18.0% |
| 6M | -6.5% | +23.4% | -29.9% | -14.7% |
| YTD | +98.4% | +29.4% | +69.0% | +77.7% |
| 1Y | +107.9% | +34.2% | +73.6% | +83.6% |
| 3Y | +325.3% | +108.4% | +216.9% | +215.5% |
| 5Y | +447.3% | +147.3% | +300.1% | +280.4% |
| 10Y | +763.2% | +301.3% | +461.9% | +391.8% |
| All | +2,979.8% | +2,350.8% | +628.9% | +811.3% |
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