+122,851.5%
AAPL vs CCEP
+6,869.6%
+115,981.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.1% | +0.6% | -1.8% |
| 7D | +0.1% | -3.1% | +3.1% | +0.8% |
| 30D | +3.0% | -2.6% | +5.6% | +3.6% |
| 3M | +2.9% | +14.9% | -12.0% | -0.5% |
| 6M | +22.1% | +2.3% | +19.8% | +21.2% |
| YTD | +18.0% | +17.8% | +0.2% | +13.3% |
| 1Y | +33.9% | +24.2% | +9.7% | +26.8% |
| 3Y | +71.2% | +84.7% | -13.6% | +46.9% |
| 5Y | +112.6% | +103.2% | +9.4% | +77.4% |
| 10Y | +1,198.8% | +257.4% | +941.4% | +837.3% |
| All | +122,851.5% | +6,869.6% | +115,981.9% | +40,482.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling