+78.9%
INFY vs CCEP
+236.1%
-157.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | -5.4% | -2.8% | -2.6% | -4.6% |
| 30D | -9.9% | -4.0% | -5.8% | -8.7% |
| 3M | -4.6% | +5.2% | -9.8% | -6.1% |
| 6M | -18.5% | +2.7% | -21.2% | -19.3% |
| YTD | -36.5% | +14.5% | -51.1% | -39.6% |
| 1Y | -32.8% | +17.2% | -49.9% | -36.5% |
| 3Y | -32.2% | +79.3% | -111.5% | -45.2% |
| 5Y | -44.7% | +106.8% | -151.4% | -58.2% |
| All | +78.9% | +236.1% | -157.3% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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