+148.3%
CCEP vs ALLE
+51.6%
+96.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +1.1% |
| 7D | +2.1% | +3.6% | -1.5% | +1.1% |
| 30D | +10.6% | +25.9% | -15.3% | +3.6% |
| 3M | +10.3% | +15.8% | -5.4% | +5.7% |
| 6M | +31.1% | +48.1% | -17.0% | +16.8% |
| YTD | +32.1% | +22.0% | +10.2% | +23.4% |
| 1Y | +32.8% | +18.0% | +14.8% | +25.3% |
| 3Y | +111.3% | +93.1% | +18.3% | +63.0% |
| All | +148.3% | +51.6% | +96.7% | +115.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling