+336.9%
CCEP vs ACWI
+225.4%
+111.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.4% |
| 7D | -0.3% | +2.7% | -3.0% | -2.3% |
| 30D | +11.0% | -2.6% | +13.5% | +12.9% |
| 3M | +9.2% | -3.2% | +12.4% | +11.5% |
| 6M | +27.2% | +1.9% | +25.3% | +24.2% |
| YTD | +30.3% | +11.3% | +18.9% | +18.3% |
| 1Y | +28.7% | +11.7% | +17.0% | +16.4% |
| 3Y | +109.4% | +74.4% | +35.0% | +27.0% |
| 5Y | +144.1% | +59.5% | +84.6% | +59.6% |
| All | +336.9% | +225.4% | +111.6% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 10y: compounded portfolio wealth divided by compounded ACWI 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…
10y analysis · Full analysis span regression · 6 months rolling