+1,754.0%
CCEP vs IBN
+1,726.4%
+27.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.2% | -5.2% | -1.8% |
| 7D | +2.6% | +15.1% | -12.5% | -0.1% |
| 30D | +15.1% | +21.6% | -6.5% | +11.0% |
| 3M | +7.3% | +11.2% | -3.9% | +5.1% |
| 6M | +23.4% | +27.8% | -4.3% | +17.8% |
| YTD | +29.4% | +14.7% | +14.7% | +25.8% |
| 1Y | +34.2% | +14.4% | +19.8% | +30.6% |
| 3Y | +108.4% | +52.1% | +56.3% | +90.9% |
| 5Y | +147.3% | +70.7% | +76.5% | +121.1% |
| 10Y | +301.3% | +385.5% | -84.2% | +191.1% |
| All | +1,754.0% | +1,726.4% | +27.6% | +956.5% |
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