-45.5%
INFY vs CCEP
+105.7%
-151.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.1% |
| 7D | -9.8% | -5.7% | -4.0% | -8.3% |
| 30D | -13.4% | -3.4% | -10.0% | -12.6% |
| 3M | -7.2% | +5.5% | -12.7% | -8.5% |
| 6M | -20.6% | +2.2% | -22.8% | -21.2% |
| YTD | -37.5% | +14.6% | -52.1% | -40.1% |
| 1Y | -33.4% | +18.9% | -52.3% | -36.9% |
| 3Y | -32.4% | +82.6% | -115.0% | -45.7% |
| 5Y | -45.5% | +107.0% | -152.5% | -58.4% |
| All | -45.5% | +105.7% | -151.2% | -58.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling