Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCEP (Coca-Cola Europacific Partners PLC) | 8.66% | 7.78% | 17.97% | 13.28% | 12.67% | 13.92% | 14.92% | … | … |
Data as of 06/10/2026, Common starting date is 11/25/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCEP (Coca-Cola Europacific Partners PLC) | 11/25/1986 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.52 | 7.78 | 17.97 | 13.28 | 12.67 | 13.92 | 14.92 | … | … | 8.66 | 21.20 | 18.35 | 24.50 | 2.33 | 15.61 | 0.48 | 13.55 | 18.03 | 29.62 | -9.30 | 14.00 | 2.42 | 42.02 | 25.91 | 4.99 | 74.79 | 79.53 | -52.91 | 28.81 | 7.80 | -7.33 | -3.98 | 1.51 | 15.57 | 0.35 | -4.80 | -43.71 | 0.53 | 119.97 | 80.47 | 49.31 | 18.03 | 24.49 | -20.33 | -0.81 | -3.12 | 6.67 | 5.26 | 0.00 | -8.80 |
| Sharpe Ratio | NA | 0.14 | 0.72 | 0.43 | 0.39 | NA | NA | … | … | 0.44 | 0.87 | 0.88 | 1.22 | 0.03 | 0.59 | 0.00 | 0.71 | 0.94 | 1.80 | -0.43 | 0.57 | 0.13 | 2.39 | 1.29 | 0.17 | 2.07 | 2.28 | -1.01 | 1.45 | 0.27 | -0.46 | -0.16 | 0.03 | 0.40 | -0.05 | -0.16 | -1.07 | -0.07 | 3.45 | 2.76 | 1.70 | 0.54 | 0.78 | -0.95 | -0.15 | -0.26 | 0.03 | 0.01 | -0.09 | -2.40 |
| Standard Deviation(%) | NA | 22.55 | 19.78 | 23.23 | 26.51 | NA | NA | … | … | 24.96 | 21.27 | 16.76 | 17.20 | 32.02 | 26.59 | 52.92 | 17.10 | 17.71 | 16.16 | 22.25 | 24.42 | 18.65 | 17.60 | 20.25 | 28.73 | 36.13 | 34.84 | 53.36 | 17.77 | 16.03 | 20.97 | 30.44 | 25.23 | 35.77 | 39.78 | 56.86 | 44.13 | 41.53 | 33.52 | 27.58 | 26.68 | 27.82 | 28.32 | 23.83 | 31.93 | 33.05 | 24.16 | 26.08 | 44.72 | 27.60 |
| Draw Down(%) | NA | 18.22 | 18.22 | 29.52 | 48.83 | NA | NA | … | … | 18.22 | 13.95 | 7.94 | 14.35 | 28.16 | 18.85 | 47.57 | 14.63 | 9.92 | 14.13 | 23.54 | 11.82 | 17.58 | 12.51 | 12.85 | 20.44 | 13.65 | 26.42 | 70.85 | 7.53 | 10.78 | 21.41 | 35.70 | 25.63 | 27.62 | 40.14 | 49.80 | 54.61 | 44.38 | 17.30 | 12.72 | 12.71 | 18.30 | 19.05 | 27.78 | 38.99 | 23.31 | 17.57 | 22.90 | 40.83 | 10.40 |
| Yield(%) | 0.00 | 2.58 | 3.43 | 3.49 | 3.95 | 8.13 | 11.83 | … | … | 1.09 | 3.05 | 3.20 | 3.62 | 3.02 | 3.35 | 1.96 | 2.76 | 2.67 | 2.68 | 31.78 | 2.55 | 2.29 | 2.45 | 2.47 | 2.00 | 48.17 | 2.43 | 1.09 | 1.17 | 1.25 | 0.76 | 0.74 | 0.72 | 0.83 | 0.65 | 0.80 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/25/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCEP (Coca-Cola Europacific Partners PLC) |
-24.92%
Jun 1998 – Jun 2001 |
-13.98%
Nov 2003 – Nov 2008 |
-12.46%
Nov 1998 – Nov 2008 |
2.88%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCEP (Coca-Cola Europacific Partners PLC) |
80.97%
Dec 1994 – Dec 1997 |
54.47%
Apr 1993 – Apr 1998 |
29.48%
Nov 2008 – Nov 2018 |
21.73%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart