-4.9%
APA vs CCEP
+244.1%
-248.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.4% |
| 7D | -1.7% | -1.0% | -0.7% | -1.2% |
| 30D | +15.7% | -1.6% | +17.3% | +16.5% |
| 3M | +16.5% | +11.9% | +4.6% | +8.1% |
| 6M | +35.1% | +7.5% | +27.6% | +26.5% |
| YTD | +82.2% | +18.7% | +63.5% | +59.5% |
| 1Y | +102.5% | +21.4% | +81.1% | +73.6% |
| 3Y | +10.3% | +89.1% | -78.8% | -31.2% |
| 5Y | +166.1% | +108.7% | +57.4% | +49.8% |
| 10Y | -4.9% | +241.0% | -245.9% | -52.1% |
| All | -4.9% | +244.1% | -248.9% | -52.1% |
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