+564.1%
AMZN vs CCEP
+237.8%
+326.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.8% | -1.2% |
| 7D | -1.0% | -3.7% | +2.7% | -0.1% |
| 30D | -9.2% | -2.1% | -7.2% | -8.8% |
| 3M | +3.4% | +7.2% | -3.8% | +1.4% |
| 6M | +18.2% | +3.3% | +14.9% | +16.9% |
| YTD | +9.3% | +15.7% | -6.3% | +5.0% |
| 1Y | +5.9% | +16.6% | -10.6% | +1.3% |
| 3Y | +82.6% | +84.3% | -1.7% | +52.4% |
| 5Y | +44.9% | +109.0% | -64.1% | +15.7% |
| 10Y | +564.1% | +238.1% | +325.9% | +392.7% |
| All | +564.1% | +237.8% | +326.3% | +392.7% |
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