+343.1%
CCEP vs IBB
+126.8%
+216.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.6% |
| 7D | +2.1% | -0.5% | +2.6% | +2.3% |
| 30D | +10.6% | +4.6% | +6.0% | +8.5% |
| 3M | +10.3% | +6.8% | +3.5% | +7.1% |
| 6M | +31.1% | +23.1% | +8.0% | +20.1% |
| YTD | +32.1% | +26.0% | +6.1% | +19.6% |
| 1Y | +32.8% | +30.4% | +2.5% | +18.5% |
| 3Y | +111.3% | +85.4% | +25.9% | +61.1% |
| 5Y | +147.5% | +39.7% | +107.8% | +108.1% |
| All | +343.1% | +126.8% | +216.3% | +209.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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