+32.2%
CCEP vs ALK
-4.9%
+37.1%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +7.1% | -5.9% | +0.3% |
| 7D | +1.7% | +8.9% | -7.3% | +0.5% |
| 30D | +12.7% | +5.9% | +6.8% | +11.5% |
| 3M | +8.5% | -16.5% | +25.0% | +10.1% |
| 6M | +25.6% | +2.1% | +23.5% | +23.5% |
| YTD | +30.9% | -17.1% | +48.0% | +29.3% |
| All | +32.2% | -4.9% | +37.1% | +29.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling