+1,321.9%
AMAT vs CCEP
+342.6%
+979.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.4% | -4.1% | -3.3% |
| 7D | +11.4% | +2.1% | +9.3% | +10.4% |
| 30D | -17.0% | +10.6% | -27.6% | -21.2% |
| 3M | -30.6% | +10.3% | -40.9% | -34.3% |
| 6M | -14.9% | +31.1% | -46.0% | -26.9% |
| YTD | +44.7% | +32.1% | +12.6% | +23.5% |
| 1Y | +66.9% | +32.8% | +34.1% | +41.9% |
| 3Y | +153.3% | +111.3% | +42.0% | +63.7% |
| 5Y | +146.2% | +147.5% | -1.3% | +44.7% |
| All | +1,321.9% | +342.6% | +979.3% | +564.2% |
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