+302.3%
CCEP vs ARWR
+921.6%
-619.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -15.3% | +16.5% | +2.1% |
| 7D | +1.7% | -17.3% | +19.0% | +2.7% |
| 30D | +12.7% | -21.5% | +34.2% | +14.3% |
| 3M | +8.5% | -43.8% | +52.3% | +12.2% |
| 6M | +25.6% | -32.3% | +57.8% | +27.9% |
| YTD | +30.9% | -25.8% | +56.8% | +32.1% |
| 1Y | +32.0% | +25.5% | +6.4% | +27.9% |
| 3Y | +110.9% | +84.1% | +26.8% | +92.3% |
| 5Y | +138.5% | -39.2% | +177.7% | +129.3% |
| 10Y | +302.3% | +1,072.4% | -770.1% | +225.4% |
| All | +302.3% | +921.6% | -619.3% | +225.4% |
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