+216.5%
AZN vs CCEP
+236.1%
-19.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.4% |
| 7D | -1.6% | -2.8% | +1.3% | -0.9% |
| 30D | +1.1% | -4.0% | +5.1% | +2.0% |
| 3M | -12.1% | +5.2% | -17.3% | -13.3% |
| 6M | -17.1% | +2.7% | -19.9% | -17.8% |
| YTD | -12.0% | +14.5% | -26.5% | -14.9% |
| 1Y | -0.2% | +17.2% | -17.4% | -4.1% |
| 3Y | +26.8% | +79.3% | -52.6% | +10.7% |
| 5Y | +56.9% | +106.8% | -49.9% | +31.3% |
| All | +216.5% | +236.1% | -19.6% | +139.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling