+7,629.5%
CCEP vs ALK
+765.2%
+6,864.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.2% | +4.5% | +1.8% |
| 7D | +5.7% | +7.1% | -1.3% | +4.4% |
| 30D | +15.3% | -3.0% | +18.3% | +15.7% |
| 3M | +8.0% | -25.6% | +33.7% | +13.3% |
| 6M | +26.7% | +0.5% | +26.2% | +25.2% |
| YTD | +30.7% | -23.1% | +53.8% | +34.2% |
| 1Y | +36.5% | -7.5% | +44.1% | +35.3% |
| 3Y | +111.1% | +15.3% | +95.8% | +92.9% |
| 5Y | +149.7% | -34.8% | +184.5% | +150.0% |
| 10Y | +305.3% | -41.2% | +346.5% | +289.3% |
| All | +7,629.5% | +765.2% | +6,864.3% | +3,834.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling