+109.0%
AAPL vs CCEP
+108.6%
+0.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.4% |
| 7D | -2.7% | -1.0% | -1.8% | -2.4% |
| 30D | +1.0% | -1.6% | +2.6% | +1.6% |
| 3M | +5.0% | +11.9% | -6.9% | +0.6% |
| 6M | +23.0% | +7.5% | +15.6% | +19.4% |
| YTD | +16.6% | +18.7% | -2.1% | +8.8% |
| 1Y | +33.4% | +21.4% | +12.0% | +23.1% |
| 3Y | +79.9% | +89.1% | -9.2% | +34.4% |
| 5Y | +109.0% | +108.7% | +0.3% | +47.8% |
| All | +109.0% | +108.6% | +0.4% | +47.8% |
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