+108.7%
CCEP vs INDA
+7.2%
+101.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.4% | +1.7% |
| 7D | -1.0% | -1.0% | 0.0% | -0.4% |
| 30D | -1.6% | -2.5% | +0.9% | -0.2% |
| 3M | +11.9% | +4.0% | +7.9% | +9.3% |
| 6M | +7.5% | -1.8% | +9.3% | +8.3% |
| YTD | +18.7% | -9.2% | +27.9% | +24.9% |
| 1Y | +21.4% | -7.2% | +28.6% | +25.9% |
| 3Y | +89.1% | +9.8% | +79.3% | +67.9% |
| 5Y | +108.7% | +7.5% | +101.2% | +81.2% |
| All | +108.7% | +7.2% | +101.5% | +81.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling