+87.9%
CCEP vs A
+30.8%
+57.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.2% |
| 7D | -3.1% | -1.9% | -1.1% | -2.9% |
| 30D | -2.6% | +6.9% | -9.5% | -3.3% |
| 3M | +14.9% | +9.2% | +5.7% | +13.7% |
| 6M | +2.3% | +25.7% | -23.4% | -0.5% |
| YTD | +17.8% | +11.5% | +6.3% | +16.1% |
| 1Y | +24.2% | +18.4% | +5.8% | +21.2% |
| All | +87.9% | +30.8% | +57.0% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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