+254.7%
CCEP vs ACWI
+228.2%
+26.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -3.1% | +0.5% | -3.6% | -3.4% |
| 30D | -2.6% | +0.9% | -3.5% | -3.3% |
| 3M | +14.9% | +2.4% | +12.5% | +12.3% |
| 6M | +2.3% | +12.4% | -10.1% | -7.3% |
| YTD | +17.8% | +15.2% | +2.7% | +4.6% |
| 1Y | +24.2% | +22.7% | +1.5% | +4.4% |
| 3Y | +84.7% | +75.8% | +8.9% | +12.0% |
| 5Y | +103.2% | +67.7% | +35.5% | +28.0% |
| All | +254.7% | +228.2% | +26.5% | +29.4% |
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