+1,587.5%
AMAT vs CCEP
+257.1%
+1,330.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -3.1% | +7.4% | +5.7% |
| 7D | -1.5% | -3.1% | +1.6% | -0.2% |
| 30D | -14.8% | -2.6% | -12.2% | -14.0% |
| 3M | -9.3% | +14.9% | -24.2% | -16.4% |
| 6M | +27.4% | +2.3% | +25.1% | +24.1% |
| YTD | +77.6% | +17.8% | +59.7% | +60.9% |
| 1Y | +188.9% | +24.2% | +164.7% | +153.1% |
| 3Y | +202.3% | +84.7% | +117.6% | +109.6% |
| 5Y | +248.9% | +103.2% | +145.7% | +126.7% |
| All | +1,587.5% | +257.1% | +1,330.4% | +727.2% |
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