-99.2%
AMC vs CCEP
+147.2%
-246.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.4% | -4.1% | -3.5% |
| 7D | +3.5% | +2.1% | +1.4% | +2.3% |
| 30D | +12.5% | +10.6% | +1.9% | +5.6% |
| 3M | +23.6% | +10.3% | +13.3% | +15.8% |
| 6M | +144.4% | +31.1% | +113.3% | +106.2% |
| YTD | +108.3% | +32.1% | +76.2% | +74.9% |
| 1Y | +38.9% | +32.8% | +6.1% | +16.2% |
| 3Y | -58.9% | +111.3% | -170.2% | -76.2% |
| All | -99.2% | +147.2% | -246.4% | -99.6% |
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