+343.1%
CCEP vs INDA
+115.4%
+227.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.5% |
| 7D | +2.1% | +1.1% | +1.0% | +1.5% |
| 30D | +10.6% | +9.4% | +1.2% | +5.5% |
| 3M | +10.3% | +2.9% | +7.4% | +8.5% |
| 6M | +31.1% | +7.2% | +23.9% | +26.0% |
| YTD | +32.1% | -4.8% | +36.9% | +35.0% |
| 1Y | +32.8% | -5.1% | +37.9% | +35.9% |
| 3Y | +111.3% | +16.7% | +94.7% | +90.2% |
| 5Y | +147.5% | +8.8% | +138.7% | +130.9% |
| All | +343.1% | +115.4% | +227.6% | +195.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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