+66.5%
AG vs CCEP
+236.5%
-170.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.9% | -4.0% | -4.6% |
| 7D | -5.8% | -5.7% | -0.1% | -4.5% |
| 30D | +6.4% | -3.4% | +9.8% | +7.1% |
| 3M | +28.4% | +5.5% | +22.9% | +26.3% |
| 6M | -24.5% | +2.2% | -26.7% | -25.2% |
| YTD | +21.2% | +14.6% | +6.5% | +16.6% |
| 1Y | +114.1% | +18.9% | +95.2% | +103.6% |
| 3Y | +268.0% | +82.6% | +185.5% | +215.5% |
| 5Y | +67.3% | +107.0% | -39.6% | +38.1% |
| All | +66.5% | +236.5% | -170.0% | +37.4% |
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