+238.4%
CCEP vs ARWR
+1,092.5%
-854.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.1% |
| 7D | -3.1% | +1.7% | -4.7% | -3.2% |
| 30D | -2.6% | -0.7% | -1.9% | -2.6% |
| 3M | +14.9% | +14.9% | +0.1% | +13.6% |
| 6M | +2.3% | +32.6% | -30.4% | -0.1% |
| YTD | +17.8% | +30.0% | -12.2% | +15.0% |
| 1Y | +24.2% | +208.4% | -184.1% | +13.6% |
| 3Y | +84.7% | +208.8% | -124.1% | +63.2% |
| 5Y | +103.2% | +27.8% | +75.4% | +86.5% |
| All | +238.4% | +1,092.5% | -854.1% | +175.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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