+39.2%
AEM vs CCEP
+24.3%
+14.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | -0.4% |
| 7D | -0.5% | -3.1% | +2.5% | +0.3% |
| 30D | +24.0% | -2.6% | +26.6% | +24.8% |
| 3M | +16.1% | +14.9% | +1.2% | +11.5% |
| 6M | -11.6% | +2.3% | -13.9% | -12.9% |
| YTD | +21.5% | +17.8% | +3.7% | +22.0% |
| 1Y | +39.2% | +24.2% | +15.0% | +40.2% |
| All | +39.2% | +24.3% | +14.9% | +40.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling