+335.5%
CCEP vs BUD
-4.5%
+339.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.6% | +1.4% |
| 7D | +1.8% | +0.5% | +1.3% | +1.5% |
| 30D | +12.2% | +7.4% | +4.8% | +8.4% |
| 3M | +10.7% | +4.3% | +6.4% | +8.4% |
| 6M | +27.5% | +5.3% | +22.2% | +24.0% |
| YTD | +31.3% | +33.2% | -1.9% | +13.9% |
| 1Y | +29.9% | +31.8% | -1.9% | +13.1% |
| 3Y | +111.1% | +47.8% | +63.3% | +70.2% |
| 5Y | +142.3% | +50.2% | +92.2% | +91.1% |
| 10Y | +335.5% | -4.8% | +340.3% | +265.7% |
| All | +335.5% | -4.5% | +339.9% | +265.7% |
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