+117.1%
AMAT vs CCEP
+157.0%
-40.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | +1.3% | -14.8% | -14.0% |
| 7D | -24.3% | +5.7% | -30.0% | -25.9% |
| 30D | -39.8% | +15.3% | -55.1% | -43.2% |
| 3M | -40.2% | +8.0% | -48.2% | -42.3% |
| 6M | -22.1% | +26.7% | -48.8% | -31.0% |
| YTD | +24.7% | +30.7% | -6.0% | +8.5% |
| 1Y | +33.3% | +36.5% | -3.3% | +13.2% |
| 3Y | +133.9% | +111.1% | +22.7% | +43.4% |
| 5Y | +117.1% | +149.7% | -32.7% | +16.9% |
| All | +117.1% | +157.0% | -40.0% | +16.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling