+36.8%
CCEP vs ADVB
-76.7%
+113.4%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -4.5% | +8.4% | +3.8% |
| 7D | +4.2% | -29.5% | +33.8% | +3.9% |
| 30D | +14.2% | -66.9% | +81.0% | +13.3% |
| 3M | +9.1% | -73.7% | +82.9% | +8.3% |
| 6M | +26.9% | -64.8% | +91.6% | +25.4% |
| YTD | +29.1% | -64.0% | +93.1% | +27.5% |
| 1Y | +36.8% | -77.0% | +113.7% | +34.2% |
| All | +36.8% | -76.7% | +113.4% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 1y: compounded portfolio wealth divided by compounded ADVB 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…
1y analysis · Full analysis span regression · 6 months rolling