+1,437.3%
CCEP vs ACWI
+330.1%
+1,107.2%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.8% | +5.1% | +4.2% |
| 7D | +5.7% | -4.0% | +9.7% | +9.0% |
| 30D | +15.3% | -5.8% | +21.1% | +20.5% |
| 3M | +8.0% | -5.0% | +13.0% | +12.1% |
| 6M | +26.7% | +0.7% | +26.0% | +24.9% |
| YTD | +30.7% | +8.4% | +22.3% | +21.1% |
| 1Y | +36.5% | +10.1% | +26.4% | +24.9% |
| 3Y | +111.1% | +70.8% | +40.4% | +32.6% |
| 5Y | +149.7% | +55.4% | +94.4% | +69.0% |
| 10Y | +305.3% | +223.3% | +82.0% | +52.2% |
| All | +1,437.3% | +330.1% | +1,107.2% | +283.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling