-3.2%
AON vs CCEP
+89.1%
-92.3%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.5% |
| 7D | -3.2% | -1.0% | -2.2% | -3.0% |
| 30D | -11.9% | -1.6% | -10.3% | -11.4% |
| 3M | -2.9% | +11.9% | -14.7% | -5.6% |
| 6M | -6.8% | +7.5% | -14.3% | -8.6% |
| YTD | -10.1% | +18.7% | -28.8% | -14.5% |
| 1Y | -14.2% | +21.4% | -35.6% | -19.1% |
| All | -3.2% | +89.1% | -92.3% | -22.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling