+124.5%
AMT vs CCEP
+299.9%
-175.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.3% |
| 7D | +0.4% | +1.7% | -1.3% | -0.2% |
| 30D | +3.7% | +12.7% | -9.0% | -0.5% |
| 3M | +10.7% | +8.5% | +2.2% | +7.6% |
| 6M | +9.3% | +25.6% | -16.3% | +0.7% |
| YTD | +10.9% | +30.9% | -20.0% | +0.6% |
| 1Y | +10.5% | +32.0% | -21.4% | -0.1% |
| 3Y | +15.5% | +110.9% | -95.4% | -11.2% |
| 5Y | -20.6% | +138.5% | -159.0% | -42.2% |
| 10Y | +124.5% | +302.3% | -177.8% | +38.2% |
| All | +124.5% | +299.9% | -175.4% | +38.2% |
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