+136,266.0%
AAPL vs CCEP
+7,605.8%
+128,660.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | 0.0% |
| 7D | +3.1% | -0.3% | +3.4% | +3.2% |
| 30D | +4.0% | +11.0% | -7.0% | +1.4% |
| 3M | +17.4% | +9.2% | +8.2% | +14.9% |
| 6M | +20.5% | +27.2% | -6.7% | +13.6% |
| YTD | +30.9% | +30.3% | +0.6% | +22.6% |
| 1Y | +30.1% | +28.7% | +1.4% | +22.2% |
| 3Y | +92.7% | +109.4% | -16.7% | +60.6% |
| 5Y | +142.2% | +144.1% | -1.9% | +93.9% |
| 10Y | +1,323.9% | +332.0% | +991.9% | +886.0% |
| All | +136,266.0% | +7,605.8% | +128,660.3% | +43,816.7% |
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 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