-11.2%
INSM vs CCEP
+18.3%
-29.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | +2.5% | -2.8% | +5.3% | +2.3% |
| 30D | -2.2% | -4.0% | +1.9% | -2.4% |
| 3M | +33.8% | +5.2% | +28.6% | +32.7% |
| 6M | -7.2% | +2.7% | -9.9% | -7.2% |
| YTD | -25.6% | +14.5% | -40.2% | -25.4% |
| 1Y | -11.2% | +17.2% | -28.4% | -10.6% |
| All | -11.2% | +18.3% | -29.5% | -10.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling