-30.1%
BABA vs CCEP
+149.0%
-179.1%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.2% | -4.9% | -4.2% |
| 7D | +3.8% | +1.7% | +2.2% | +3.1% |
| 30D | -5.4% | +12.7% | -18.1% | -10.2% |
| 3M | -17.9% | +8.5% | -26.4% | -21.0% |
| 6M | -24.1% | +25.6% | -49.6% | -32.0% |
| YTD | -27.4% | +30.9% | -58.4% | -36.5% |
| 1Y | -36.1% | +32.0% | -68.0% | -44.4% |
| 3Y | +35.4% | +110.9% | -75.6% | -13.9% |
| 5Y | -30.1% | +138.5% | -168.6% | -61.1% |
| All | -30.1% | +149.0% | -179.1% | -61.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling