+331.1%
AMD vs CCEP
+85.5%
+245.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -3.1% | +7.8% | +4.7% |
| 7D | +2.6% | -3.1% | +5.6% | +2.6% |
| 30D | -0.9% | -2.6% | +1.7% | -0.9% |
| 3M | -8.7% | +14.9% | -23.7% | -10.3% |
| 6M | +136.3% | +2.3% | +134.1% | +134.1% |
| YTD | +123.0% | +17.8% | +105.1% | +118.3% |
| 1Y | +195.2% | +24.2% | +171.0% | +184.5% |
| All | +331.1% | +85.5% | +245.6% | +245.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling