+148.2%
CCEP vs ARWR
-28.9%
+177.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.2% | -1.1% |
| 7D | +2.6% | -2.9% | +5.5% | +2.7% |
| 30D | +15.1% | -5.4% | +20.5% | +15.5% |
| 3M | +7.3% | -32.2% | +39.5% | +9.5% |
| 6M | +23.4% | -26.5% | +49.9% | +25.0% |
| YTD | +29.4% | -12.4% | +41.8% | +29.2% |
| 1Y | +34.2% | +46.9% | -12.6% | +28.6% |
| 3Y | +108.4% | +116.0% | -7.6% | +85.6% |
| All | +148.2% | -28.9% | +177.1% | +131.1% |
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