+144.1%
CCEP vs IBB
+40.3%
+103.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | -0.1% |
| 7D | -0.3% | +1.6% | -1.9% | -0.9% |
| 30D | +11.0% | +6.7% | +4.3% | +8.2% |
| 3M | +9.2% | +6.3% | +2.9% | +6.3% |
| 6M | +27.2% | +23.9% | +3.3% | +16.4% |
| YTD | +30.3% | +26.6% | +3.7% | +17.9% |
| 1Y | +28.7% | +29.6% | -1.0% | +15.2% |
| 3Y | +109.4% | +86.1% | +23.3% | +56.6% |
| 5Y | +144.1% | +40.3% | +103.7% | +86.3% |
| All | +144.1% | +40.3% | +103.7% | +86.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling