+45.8%
AMZN vs CCEP
+108.6%
-62.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.8% |
| 7D | +0.8% | -1.0% | +1.8% | +1.1% |
| 30D | -6.4% | -1.6% | -4.8% | -5.9% |
| 3M | +4.8% | +11.9% | -7.1% | +0.5% |
| 6M | +20.5% | +7.5% | +13.1% | +16.9% |
| YTD | +11.3% | +18.7% | -7.4% | +3.9% |
| 1Y | +9.0% | +21.4% | -12.4% | +0.5% |
| 3Y | +85.9% | +89.1% | -3.2% | +33.3% |
| 5Y | +45.8% | +108.7% | -62.9% | -3.3% |
| All | +45.8% | +108.6% | -62.8% | -3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling