+126.7%
AMAT vs CCEP
+148.1%
-21.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.0% | +5.2% | +4.5% |
| 7D | -14.7% | +2.6% | -17.3% | -15.6% |
| 30D | -36.1% | +15.1% | -51.2% | -39.7% |
| 3M | -36.9% | +7.3% | -44.1% | -39.0% |
| 6M | -22.2% | +23.4% | -45.6% | -30.3% |
| YTD | +29.9% | +29.4% | +0.5% | +13.5% |
| 1Y | +43.3% | +34.2% | +9.0% | +22.6% |
| 3Y | +142.7% | +108.4% | +34.3% | +49.6% |
| All | +126.7% | +148.1% | -21.4% | +22.2% |
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 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