+302.3%
CCEP vs BUD
-8.7%
+311.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.2% | +0.5% |
| 7D | +1.7% | +1.3% | +0.3% | +1.0% |
| 30D | +12.7% | +10.0% | +2.7% | +7.7% |
| 3M | +8.5% | +1.6% | +6.9% | +7.6% |
| 6M | +25.6% | +6.5% | +19.1% | +21.4% |
| YTD | +30.9% | +34.8% | -3.9% | +12.8% |
| 1Y | +32.0% | +36.5% | -4.5% | +12.9% |
| 3Y | +110.9% | +49.0% | +62.0% | +69.3% |
| 5Y | +138.5% | +51.7% | +86.8% | +86.8% |
| 10Y | +302.3% | -7.5% | +309.9% | +245.5% |
| All | +302.3% | -8.7% | +311.1% | +245.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling