+111.3%
CCEP vs ACI
-31.5%
+142.8%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.5% |
| 7D | +2.1% | +2.3% | -0.2% | +1.7% |
| 30D | +10.6% | +1.2% | +9.3% | +10.3% |
| 3M | +10.3% | +6.8% | +3.5% | +9.1% |
| 6M | +31.1% | -18.7% | +49.8% | +34.0% |
| YTD | +32.1% | -20.2% | +52.3% | +34.9% |
| 1Y | +32.8% | -23.7% | +56.6% | +36.6% |
| 3Y | +111.3% | -31.6% | +143.0% | +122.2% |
| All | +111.3% | -31.5% | +142.8% | +122.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling