+140.1%
AMT vs CCEP
+336.4%
-196.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | 0.0% |
| 7D | -2.2% | -0.3% | -1.9% | -2.1% |
| 30D | +5.8% | +11.0% | -5.2% | +2.0% |
| 3M | +12.6% | +9.2% | +3.4% | +9.1% |
| 6M | +8.3% | +27.2% | -18.9% | -0.5% |
| YTD | +11.4% | +30.3% | -18.9% | +1.2% |
| 1Y | +7.7% | +28.7% | -20.9% | -1.8% |
| 3Y | +14.8% | +109.4% | -94.6% | -11.5% |
| 5Y | -18.0% | +144.1% | -162.0% | -40.7% |
| All | +140.1% | +336.4% | -196.3% | +48.4% |
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