+82.6%
AEP vs CCEP
+111.2%
-28.6%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -0.8% | +5.4% | -6.2% | -2.0% |
| 30D | +4.9% | +12.8% | -7.9% | +1.9% |
| 3M | +4.9% | +10.9% | -6.0% | +2.1% |
| 6M | -0.3% | +25.6% | -25.9% | -6.3% |
| YTD | +14.3% | +31.0% | -16.7% | +6.2% |
| 1Y | +7.5% | +32.3% | -24.7% | -0.4% |
| 3Y | +82.6% | +110.5% | -27.9% | +53.5% |
| All | +82.6% | +111.2% | -28.6% | +53.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling