+40.2%
AMC vs CCEP
+36.9%
+3.3%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.8% | +3.5% | +5.5% |
| 7D | +17.7% | +4.2% | +13.5% | +15.4% |
| 30D | +26.2% | +14.2% | +12.0% | +17.6% |
| 3M | +31.3% | +9.1% | +22.2% | +24.9% |
| 6M | +142.8% | +26.9% | +115.9% | +117.8% |
| YTD | +125.6% | +29.1% | +96.6% | +110.5% |
| 1Y | +40.2% | +36.8% | +3.5% | +27.7% |
| All | +40.2% | +36.9% | +3.3% | +27.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling