+386.0%
INSM vs CCEP
+84.3%
+301.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.6% | +5.7% | +3.3% |
| 7D | +1.7% | -3.7% | +5.4% | +2.0% |
| 30D | -4.4% | -2.1% | -2.3% | -4.3% |
| 3M | +30.0% | +7.2% | +22.9% | +28.5% |
| 6M | -10.0% | +3.3% | -13.3% | -10.5% |
| YTD | -26.0% | +15.7% | -41.7% | -27.6% |
| 1Y | -12.5% | +16.6% | -29.1% | -14.5% |
| All | +386.0% | +84.3% | +301.8% | +338.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling