+1,362.0%
AMAT vs CCEP
+336.4%
+1,025.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.8% | -3.2% |
| 7D | +19.3% | -0.3% | +19.6% | +19.5% |
| 30D | -17.9% | +11.0% | -28.9% | -22.2% |
| 3M | -30.4% | +9.2% | -39.6% | -33.9% |
| 6M | -11.4% | +27.2% | -38.6% | -22.8% |
| YTD | +48.8% | +30.3% | +18.5% | +27.7% |
| 1Y | +66.0% | +28.7% | +37.3% | +43.3% |
| 3Y | +158.8% | +109.4% | +49.4% | +67.9% |
| 5Y | +153.2% | +144.1% | +9.1% | +49.7% |
| All | +1,362.0% | +336.4% | +1,025.6% | +587.1% |
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