+242.5%
AMKR vs CCEP
+342.6%
-100.1%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.4% | -4.1% | -3.3% |
| 7D | +10.0% | +2.1% | +7.9% | +9.2% |
| 30D | -19.4% | +10.6% | -30.0% | -23.4% |
| 3M | -37.4% | +10.3% | -47.7% | -40.7% |
| 6M | -51.5% | +31.1% | -82.5% | -58.3% |
| YTD | -8.1% | +32.1% | -40.2% | -21.6% |
| 1Y | +13.8% | +32.8% | -19.0% | -3.3% |
| 3Y | +59.4% | +111.3% | -51.9% | +2.9% |
| 5Y | +65.9% | +147.5% | -81.7% | -2.7% |
| All | +242.5% | +342.6% | -100.1% | +62.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling