+199.0%
AMD vs CCEP
+148.1%
+50.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.0% | +12.0% | +11.3% |
| 7D | -11.0% | +2.6% | -13.6% | -12.0% |
| 30D | -30.5% | +15.1% | -45.6% | -34.4% |
| 3M | -8.2% | +7.3% | -15.5% | -11.3% |
| 6M | +6.6% | +23.4% | -16.9% | -4.4% |
| YTD | +109.7% | +29.4% | +80.3% | +82.4% |
| 1Y | +88.9% | +34.2% | +54.7% | +60.7% |
| 3Y | +301.8% | +108.4% | +193.5% | +144.1% |
| All | +199.0% | +148.1% | +50.9% | +55.8% |
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