+3.9%
AA vs CCEP
+32.6%
-28.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.1% | -4.5% | -4.4% |
| 7D | +1.2% | +5.4% | -4.1% | +2.9% |
| 30D | -5.0% | +12.8% | -17.8% | -0.8% |
| 3M | -22.2% | +10.9% | -33.1% | -19.3% |
| 6M | -36.3% | +25.6% | -62.0% | -29.9% |
| YTD | -24.2% | +31.0% | -55.2% | -8.7% |
| 1Y | +3.9% | +32.3% | -28.4% | +26.2% |
| All | +3.9% | +32.6% | -28.7% | +26.2% |
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