+32.8%
CCEP vs RUN
-55.1%
+87.9%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | +1.4% |
| 7D | +2.1% | -13.5% | +15.6% | +2.1% |
| 30D | +10.6% | +18.3% | -7.7% | +10.6% |
| 3M | +10.3% | -12.5% | +22.8% | +10.2% |
| 6M | +31.1% | -40.3% | +71.4% | +30.9% |
| YTD | +32.1% | -53.1% | +85.2% | +30.2% |
| 1Y | +32.8% | -54.3% | +87.1% | +31.2% |
| All | +32.8% | -55.1% | +87.9% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 1y: compounded portfolio wealth divided by compounded RUN 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…
1y analysis · Full analysis span regression · 6 months rolling