+235.3%
AON vs CCEP
+342.6%
-107.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +1.0% |
| 7D | +1.0% | +2.1% | -1.1% | +0.3% |
| 30D | +23.2% | +10.6% | +12.6% | +19.1% |
| 3M | -5.0% | +10.3% | -15.3% | -8.1% |
| 6M | +9.3% | +31.1% | -21.7% | -0.1% |
| YTD | -3.4% | +32.1% | -35.5% | -12.5% |
| 1Y | -2.9% | +32.8% | -35.7% | -12.2% |
| 3Y | +3.6% | +111.3% | -107.7% | -20.8% |
| 5Y | +16.9% | +147.5% | -130.6% | -16.7% |
| All | +235.3% | +342.6% | -107.3% | +104.6% |
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