+61.1%
CCEP vs AS
+120.4%
-59.2%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.6% | -6.7% | -3.3% |
| 7D | -3.1% | -4.9% | +1.8% | -2.7% |
| 30D | -2.6% | -19.6% | +17.0% | -1.2% |
| 3M | +14.9% | -14.4% | +29.3% | +16.0% |
| 6M | +2.3% | -20.1% | +22.4% | +3.5% |
| YTD | +17.8% | -20.9% | +38.8% | +19.2% |
| 1Y | +24.2% | -21.9% | +46.1% | +25.7% |
| All | +61.1% | +120.4% | -59.2% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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