+335.5%
CCEP vs ARWR
+1,021.8%
-686.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.5% | +0.2% |
| 7D | +1.8% | -19.9% | +21.7% | +3.1% |
| 30D | +12.2% | -18.7% | +30.9% | +13.5% |
| 3M | +10.7% | -44.7% | +55.4% | +14.6% |
| 6M | +27.5% | -36.5% | +64.0% | +30.4% |
| YTD | +31.3% | -25.7% | +57.0% | +32.5% |
| 1Y | +29.9% | +18.9% | +11.0% | +26.4% |
| 3Y | +111.1% | +83.1% | +28.0% | +92.4% |
| 5Y | +142.3% | -34.9% | +177.2% | +131.9% |
| 10Y | +335.5% | +1,080.9% | -745.4% | +251.4% |
| All | +335.5% | +1,021.8% | -686.3% | +251.4% |
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