+89.1%
CCEP vs RUN
-35.6%
+124.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -3.0% | +0.7% |
| 7D | -1.0% | +10.2% | -11.1% | -1.2% |
| 30D | -1.6% | -9.6% | +8.0% | -1.4% |
| 3M | +11.9% | -31.5% | +43.4% | +12.6% |
| 6M | +7.5% | -18.7% | +26.1% | +7.6% |
| YTD | +18.7% | -49.9% | +68.6% | +19.6% |
| 1Y | +21.4% | -45.5% | +66.9% | +21.7% |
| 3Y | +89.1% | -34.1% | +123.2% | +85.9% |
| All | +89.1% | -35.6% | +124.7% | +85.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling