+138.5%
CCEP vs ACWI
+58.8%
+79.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | -0.4% |
| 7D | +1.7% | +0.3% | +1.3% | +1.4% |
| 30D | +12.7% | -2.8% | +15.5% | +14.4% |
| 3M | +8.5% | -3.2% | +11.6% | +10.3% |
| 6M | +25.6% | +1.3% | +24.3% | +23.6% |
| YTD | +30.9% | +11.2% | +19.7% | +20.9% |
| 1Y | +32.0% | +13.8% | +18.2% | +20.0% |
| 3Y | +110.9% | +76.2% | +34.7% | +33.4% |
| 5Y | +138.5% | +59.5% | +79.0% | +65.7% |
| All | +138.5% | +58.8% | +79.6% | +65.7% |
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