+197.7%
AON vs CCEP
+236.1%
-38.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.5% | -1.6% |
| 7D | -6.3% | -2.8% | -3.5% | -5.4% |
| 30D | -14.1% | -4.0% | -10.1% | -12.9% |
| 3M | -9.5% | +5.2% | -14.7% | -11.0% |
| 6M | -4.0% | +2.7% | -6.7% | -5.1% |
| YTD | -13.8% | +14.5% | -28.3% | -18.0% |
| 1Y | -18.3% | +17.2% | -35.4% | -22.9% |
| 3Y | -7.2% | +79.3% | -86.5% | -24.9% |
| 5Y | +7.3% | +106.8% | -99.4% | -18.5% |
| All | +197.7% | +236.1% | -38.5% | +97.2% |
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