+148.3%
CCEP vs AR
+99.4%
+48.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | +2.1% | +7.4% | -5.3% | +1.9% |
| 30D | +10.6% | +5.8% | +4.8% | +10.3% |
| 3M | +10.3% | +5.2% | +5.1% | +10.1% |
| 6M | +31.1% | +5.4% | +25.6% | +30.7% |
| YTD | +32.1% | +12.4% | +19.7% | +31.0% |
| 1Y | +32.8% | +12.8% | +20.0% | +31.5% |
| 3Y | +111.3% | +47.2% | +64.1% | +103.9% |
| All | +148.3% | +99.4% | +48.9% | +139.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling