+148.2%
CCEP vs ACWI
+54.8%
+93.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -1.0% |
| 7D | +2.6% | -2.4% | +4.9% | +3.9% |
| 30D | +15.1% | -5.2% | +20.3% | +18.6% |
| 3M | +7.3% | -4.8% | +12.1% | +10.2% |
| 6M | +23.4% | -1.3% | +24.7% | +23.4% |
| YTD | +29.4% | +8.4% | +21.0% | +21.4% |
| 1Y | +34.2% | +11.0% | +23.2% | +23.8% |
| 3Y | +108.4% | +70.6% | +37.8% | +34.7% |
| All | +148.2% | +54.8% | +93.3% | +75.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling