+144.1%
CCEP vs ARWR
-38.4%
+182.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.5% | +3.7% | -0.5% |
| 7D | -0.3% | -17.9% | +17.6% | +0.7% |
| 30D | +11.0% | -18.9% | +29.8% | +12.1% |
| 3M | +9.2% | -46.0% | +55.2% | +12.8% |
| 6M | +27.2% | -40.3% | +67.5% | +30.3% |
| YTD | +30.3% | -29.0% | +59.3% | +31.5% |
| 1Y | +28.7% | +13.8% | +14.8% | +25.1% |
| 3Y | +109.4% | +74.9% | +34.5% | +88.6% |
| 5Y | +144.1% | -36.2% | +180.3% | +128.0% |
| All | +144.1% | -38.4% | +182.4% | +128.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling