+341.1%
CCEP vs AR
+52.4%
+288.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.3% | -3.1% | +1.0% |
| 7D | +5.4% | -5.8% | +11.1% | +5.6% |
| 30D | +12.8% | +4.8% | +7.9% | +12.4% |
| 3M | +10.9% | +1.5% | +9.4% | +10.7% |
| 6M | +25.6% | +4.7% | +20.9% | +25.1% |
| YTD | +31.0% | +9.2% | +21.8% | +29.8% |
| 1Y | +32.3% | +11.2% | +21.1% | +30.9% |
| 3Y | +110.5% | +46.2% | +64.3% | +103.2% |
| 5Y | +141.8% | +98.1% | +43.8% | +126.3% |
| 10Y | +341.1% | +54.5% | +286.6% | +268.5% |
| All | +341.1% | +52.4% | +288.7% | +268.5% |
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