+148.3%
CCEP vs BUD
+51.6%
+96.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +0.9% |
| 7D | +2.1% | +1.0% | +1.1% | +1.6% |
| 30D | +10.6% | +6.7% | +3.9% | +7.2% |
| 3M | +10.3% | +5.7% | +4.6% | +7.4% |
| 6M | +31.1% | +5.8% | +25.3% | +27.1% |
| YTD | +32.1% | +34.4% | -2.3% | +14.0% |
| 1Y | +32.8% | +33.3% | -0.4% | +14.9% |
| 3Y | +111.3% | +48.8% | +62.5% | +68.6% |
| All | +148.3% | +51.6% | +96.7% | +88.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling