+108.4%
CCEP vs AR
+19.9%
+88.4%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -1.0% |
| 7D | +2.6% | -14.3% | +16.8% | +2.5% |
| 30D | +15.1% | +1.4% | +13.7% | +15.1% |
| 3M | +7.3% | +3.4% | +3.9% | +7.3% |
| 6M | +23.4% | -2.1% | +25.5% | +23.4% |
| YTD | +29.4% | +4.7% | +24.7% | +28.9% |
| 1Y | +34.2% | +10.6% | +23.7% | +33.4% |
| 3Y | +108.4% | +24.6% | +83.8% | +101.9% |
| All | +108.4% | +19.9% | +88.4% | +101.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling