+343.1%
CCEP vs ALK
-45.9%
+389.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.5% | +2.9% | +1.7% |
| 7D | +2.1% | -1.2% | +3.3% | +2.3% |
| 30D | +10.6% | +7.7% | +2.9% | +8.5% |
| 3M | +10.3% | -19.0% | +29.3% | +15.2% |
| 6M | +31.1% | -0.2% | +31.3% | +28.8% |
| YTD | +32.1% | -23.5% | +55.6% | +36.6% |
| 1Y | +32.8% | -9.1% | +41.9% | +31.1% |
| 3Y | +111.3% | +12.0% | +99.3% | +81.7% |
| 5Y | +147.5% | -30.9% | +178.4% | +140.6% |
| All | +343.1% | -45.9% | +389.0% | +289.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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