+36.8%
CCEP vs BUD
+38.4%
-1.6%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.1% | +0.7% | +2.3% |
| 7D | +4.2% | +3.3% | +0.9% | +2.6% |
| 30D | +14.2% | +11.8% | +2.3% | +8.4% |
| 3M | +9.1% | -1.1% | +10.2% | +9.4% |
| 6M | +26.9% | +14.9% | +12.0% | +17.8% |
| YTD | +29.1% | +32.6% | -3.5% | +11.5% |
| 1Y | +36.8% | +37.2% | -0.4% | +16.9% |
| All | +36.8% | +38.4% | -1.6% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 1y: compounded portfolio wealth divided by compounded BUD 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…
1y analysis · Full analysis span regression · 6 months rolling