+665.4%
CCEP vs INDA
+109.8%
+555.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.7% | -2.2% |
| 7D | -3.7% | -2.6% | -1.1% | -2.5% |
| 30D | -2.1% | -2.9% | +0.8% | -0.8% |
| 3M | +7.2% | +2.4% | +4.8% | +5.9% |
| 6M | +3.3% | -2.6% | +5.9% | +4.4% |
| YTD | +15.7% | -10.0% | +25.6% | +21.1% |
| 1Y | +16.6% | -7.7% | +24.2% | +20.4% |
| 3Y | +84.3% | +8.9% | +75.4% | +74.4% |
| 5Y | +109.0% | +6.0% | +103.0% | +100.4% |
| 10Y | +238.1% | +84.4% | +153.8% | +147.9% |
| All | +665.4% | +109.8% | +555.6% | +424.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling