+108.7%
CCEP vs IAG
+766.8%
-658.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.6% | +0.9% |
| 7D | -1.0% | +4.3% | -5.2% | -1.2% |
| 30D | -1.6% | +9.8% | -11.4% | -2.2% |
| 3M | +11.9% | +28.9% | -17.0% | +9.8% |
| 6M | +7.5% | -7.6% | +15.0% | +7.4% |
| YTD | +18.7% | +22.0% | -3.2% | +16.1% |
| 1Y | +21.4% | +99.5% | -78.1% | +14.3% |
| 3Y | +89.1% | +818.3% | -729.2% | +55.7% |
| 5Y | +108.7% | +785.9% | -677.2% | +57.8% |
| All | +108.7% | +766.8% | -658.1% | +57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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