+132.2%
AG vs CCEP
+18.5%
+113.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.6% | +4.6% | +1.8% |
| 7D | -0.1% | -3.7% | +3.6% | -0.4% |
| 30D | +12.5% | -2.1% | +14.5% | +12.3% |
| 3M | +28.2% | +7.2% | +21.0% | +28.5% |
| 6M | -18.8% | +3.3% | -22.1% | -18.3% |
| YTD | +27.4% | +15.7% | +11.7% | +41.6% |
| 1Y | +132.2% | +16.6% | +115.6% | +170.5% |
| All | +132.2% | +18.5% | +113.7% | +170.5% |
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 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