-66.0%
AAL vs CCEP
+244.1%
-310.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -2.1% |
| 7D | -0.3% | -1.0% | +0.7% | +0.1% |
| 30D | -19.0% | -1.6% | -17.4% | -18.4% |
| 3M | -5.1% | +11.9% | -16.9% | -11.0% |
| 6M | +15.5% | +7.5% | +8.0% | +10.8% |
| YTD | -15.8% | +18.7% | -34.5% | -23.8% |
| 1Y | -0.3% | +21.4% | -21.7% | -11.3% |
| 3Y | -7.7% | +89.1% | -96.8% | -38.5% |
| 5Y | -32.5% | +108.7% | -141.2% | -58.3% |
| 10Y | -66.0% | +241.0% | -306.9% | -83.4% |
| All | -66.0% | +244.1% | -310.0% | -83.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling