+336.9%
CCEP vs ALLE
+208.6%
+128.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.6% |
| 7D | -0.3% | +1.6% | -1.9% | -0.9% |
| 30D | +11.0% | +24.1% | -13.1% | +1.9% |
| 3M | +9.2% | +14.8% | -5.6% | +3.2% |
| 6M | +27.2% | +45.9% | -18.7% | +8.8% |
| YTD | +30.3% | +20.7% | +9.5% | +19.0% |
| 1Y | +28.7% | +14.2% | +14.5% | +20.1% |
| 3Y | +109.4% | +90.7% | +18.7% | +51.7% |
| 5Y | +144.1% | +50.6% | +93.5% | +93.0% |
| All | +336.9% | +208.6% | +128.4% | +179.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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