+1,314.2%
AAOI vs CCEP
+107.2%
+1,207.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.0% |
| 7D | -0.2% | -2.8% | +2.7% | 0.0% |
| 30D | -23.7% | -4.0% | -19.7% | -23.6% |
| 3M | -39.0% | +5.2% | -44.2% | -39.8% |
| 6M | -17.0% | +2.7% | -19.8% | -17.9% |
| YTD | +202.2% | +14.5% | +187.7% | +195.6% |
| 1Y | +292.4% | +17.2% | +275.2% | +281.2% |
| 3Y | +804.4% | +79.3% | +725.0% | +649.2% |
| All | +1,314.2% | +107.2% | +1,207.1% | +1,110.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling