+2,396.4%
INFY vs CCEP
+967.3%
+1,429.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.7% | -5.6% | -5.1% |
| 7D | -7.2% | -1.0% | -6.3% | -7.0% |
| 30D | -11.2% | -1.6% | -9.6% | -10.8% |
| 3M | -7.4% | +11.9% | -19.3% | -10.5% |
| 6M | -21.3% | +7.5% | -28.7% | -23.1% |
| YTD | -36.2% | +18.7% | -54.9% | -39.8% |
| 1Y | -31.3% | +21.4% | -52.7% | -35.6% |
| 3Y | -31.1% | +89.1% | -120.2% | -44.1% |
| 5Y | -44.9% | +108.7% | -153.6% | -57.2% |
| 10Y | +83.1% | +241.0% | -157.9% | +18.1% |
| All | +2,396.4% | +967.3% | +1,429.1% | +800.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling