-0.9%
APA vs CCEP
+299.9%
-300.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.8% |
| 7D | -8.7% | +1.7% | -10.4% | -9.8% |
| 30D | -2.4% | +12.7% | -15.1% | -9.1% |
| 3M | +19.0% | +8.5% | +10.5% | +12.5% |
| 6M | +26.8% | +25.6% | +1.2% | +9.0% |
| YTD | +87.3% | +30.9% | +56.4% | +53.9% |
| 1Y | +92.3% | +32.0% | +60.3% | +57.0% |
| 3Y | +37.3% | +110.9% | -73.7% | -20.0% |
| 5Y | +73.2% | +138.5% | -65.3% | -10.9% |
| 10Y | -0.9% | +302.3% | -303.2% | -53.9% |
| All | -0.9% | +299.9% | -300.8% | -53.9% |
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