+408.7%
AEM vs CCEP
+342.6%
+66.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.1% |
| 7D | -6.8% | +2.1% | -8.9% | -7.1% |
| 30D | +0.8% | +10.6% | -9.8% | -0.4% |
| 3M | -0.8% | +10.3% | -11.2% | -2.0% |
| 6M | -8.5% | +31.1% | -39.6% | -11.5% |
| YTD | +5.9% | +32.1% | -26.2% | +2.7% |
| 1Y | +6.6% | +32.8% | -26.2% | +3.2% |
| 3Y | +302.2% | +111.3% | +190.9% | +276.0% |
| 5Y | +250.8% | +147.5% | +103.3% | +223.7% |
| All | +408.7% | +342.6% | +66.1% | +331.6% |
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