+95.0%
AMT vs CCEP
+244.1%
-149.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.3% |
| 7D | -0.2% | -1.0% | +0.8% | +0.2% |
| 30D | +1.8% | -1.6% | +3.5% | +2.4% |
| 3M | -6.2% | +11.9% | -18.0% | -9.9% |
| 6M | -5.0% | +7.5% | -12.4% | -7.6% |
| YTD | +2.1% | +18.7% | -16.7% | -4.3% |
| 1Y | -5.7% | +21.4% | -27.1% | -12.4% |
| 3Y | +7.9% | +89.1% | -81.2% | -14.0% |
| 5Y | -32.3% | +108.7% | -141.0% | -48.7% |
| 10Y | +95.0% | +241.0% | -146.0% | +26.1% |
| All | +95.0% | +244.1% | -149.0% | +26.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling