+26.4%
AZN vs CCEP
+82.6%
-56.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.0% |
| 7D | -3.1% | -5.7% | +2.6% | -1.2% |
| 30D | +0.6% | -3.4% | +4.0% | +1.7% |
| 3M | -10.8% | +5.5% | -16.3% | -12.6% |
| 6M | -18.1% | +2.2% | -20.3% | -19.0% |
| YTD | -12.3% | +14.6% | -26.9% | -16.6% |
| 1Y | -0.2% | +18.9% | -19.1% | -6.6% |
| All | +26.4% | +82.6% | -56.2% | -1.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling