+85.8%
CCEP vs ALK
+2.1%
+83.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.5% | -4.7% | -3.2% |
| 7D | -3.1% | -0.7% | -2.4% | -3.0% |
| 30D | -2.6% | -19.2% | +16.6% | -1.1% |
| 3M | +14.9% | -1.5% | +16.5% | +14.7% |
| 6M | +2.3% | -13.1% | +15.3% | +2.3% |
| YTD | +17.8% | -16.4% | +34.3% | +18.0% |
| 1Y | +24.2% | -33.1% | +57.3% | +25.3% |
| All | +85.8% | +2.1% | +83.7% | +86.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling