+301.0%
AEM vs CCEP
+105.2%
+195.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.6% | +2.9% | +1.1% |
| 7D | +3.0% | -3.7% | +6.7% | +4.1% |
| 30D | +12.5% | -2.1% | +14.6% | +13.1% |
| 3M | +26.9% | +7.2% | +19.8% | +24.3% |
| 6M | -9.4% | +3.3% | -12.7% | -10.5% |
| YTD | +20.3% | +15.7% | +4.6% | +15.5% |
| 1Y | +33.8% | +16.6% | +17.2% | +28.0% |
| 3Y | +349.8% | +84.3% | +265.5% | +286.7% |
| 5Y | +301.0% | +109.0% | +192.0% | +229.1% |
| All | +301.0% | +105.2% | +195.8% | +229.1% |
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