+5,018.5%
CCEP vs ACGL
+5,005.0%
+13.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | +5.7% | +6.4% | -0.7% | +4.0% |
| 30D | +15.3% | +16.6% | -1.3% | +10.8% |
| 3M | +8.0% | +11.6% | -3.6% | +5.0% |
| 6M | +26.7% | +17.5% | +9.3% | +21.3% |
| YTD | +30.7% | +15.3% | +15.4% | +25.6% |
| 1Y | +36.5% | +26.3% | +10.3% | +28.1% |
| 3Y | +111.1% | +35.9% | +75.2% | +91.7% |
| 5Y | +149.7% | +168.2% | -18.5% | +87.4% |
| 10Y | +305.3% | +352.0% | -46.6% | +167.7% |
| All | +5,018.5% | +5,005.0% | +13.5% | +2,415.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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