+196.6%
AMD vs CCEP
+157.0%
+39.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | +1.3% | -18.5% | -17.6% |
| 7D | -28.6% | +5.7% | -34.3% | -30.1% |
| 30D | -37.7% | +15.3% | -53.0% | -41.2% |
| 3M | -16.1% | +8.0% | -24.1% | -19.1% |
| 6M | +13.8% | +26.7% | -12.9% | +1.2% |
| YTD | +88.8% | +30.7% | +58.1% | +63.9% |
| 1Y | +57.8% | +36.5% | +21.2% | +33.4% |
| 3Y | +260.3% | +111.1% | +149.1% | +118.2% |
| 5Y | +196.6% | +149.7% | +46.9% | +55.0% |
| All | +196.6% | +157.0% | +39.6% | +55.0% |
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 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