+254.7%
CCEP vs AR
+52.0%
+202.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -3.1% |
| 7D | -3.1% | +2.5% | -5.6% | -3.2% |
| 30D | -2.6% | +14.8% | -17.4% | -3.3% |
| 3M | +14.9% | +6.2% | +8.7% | +14.5% |
| 6M | +2.3% | +4.3% | -2.0% | +1.8% |
| YTD | +17.8% | +14.4% | +3.5% | +16.6% |
| 1Y | +24.2% | +21.3% | +2.9% | +22.3% |
| 3Y | +84.7% | +39.8% | +44.9% | +78.7% |
| 5Y | +103.2% | +142.1% | -38.9% | +87.7% |
| All | +254.7% | +52.0% | +202.7% | +207.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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