+1,776.7%
CCEP vs IBN
+1,779.7%
-3.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.2% | -0.2% |
| 7D | +5.4% | +15.8% | -10.4% | +2.5% |
| 30D | +12.8% | +25.1% | -12.3% | +8.1% |
| 3M | +10.9% | +16.0% | -5.1% | +7.8% |
| 6M | +25.6% | +32.8% | -7.1% | +19.0% |
| YTD | +31.0% | +18.0% | +13.0% | +26.7% |
| 1Y | +32.3% | +15.9% | +16.4% | +28.3% |
| 3Y | +110.5% | +57.6% | +52.9% | +91.6% |
| 5Y | +141.8% | +74.7% | +67.1% | +115.3% |
| 10Y | +341.1% | +373.9% | -32.8% | +221.2% |
| All | +1,776.7% | +1,779.7% | -3.1% | +963.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 all: compounded portfolio wealth divided by compounded IBN 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…
all analysis · Full analysis span regression · 6 months rolling