+1,326.9%
AAPL vs CCEP
+342.1%
+984.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.8% | +1.9% |
| 7D | +1.8% | +1.8% | 0.0% | +1.1% |
| 30D | +4.3% | +12.2% | -7.9% | +0.1% |
| 3M | +16.6% | +10.7% | +6.0% | +12.3% |
| 6M | +21.6% | +27.5% | -5.9% | +11.3% |
| YTD | +31.2% | +31.3% | -0.2% | +18.4% |
| 1Y | +29.6% | +29.9% | -0.3% | +17.4% |
| 3Y | +93.1% | +111.1% | -18.0% | +44.8% |
| 5Y | +146.2% | +142.3% | +3.9% | +73.2% |
| 10Y | +1,326.9% | +335.5% | +991.4% | +768.7% |
| All | +1,326.9% | +342.1% | +984.8% | +768.7% |
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