+30.7%
CCEP vs ACI
-23.9%
+54.6%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | -0.5% |
| 7D | +2.6% | -2.2% | +4.8% | +2.9% |
| 30D | +15.1% | +10.3% | +4.8% | +13.8% |
| 3M | +7.3% | +7.2% | +0.1% | +6.4% |
| 6M | +23.4% | -18.0% | +41.4% | +25.0% |
| YTD | +29.4% | -22.0% | +51.4% | +30.5% |
| All | +30.7% | -23.9% | +54.6% | +32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 1y: compounded portfolio wealth divided by compounded ACI 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…
1y analysis · Full analysis span regression · 6 months rolling