+102.5%
APA vs CCEP
+23.2%
+79.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +2.2% |
| 7D | -1.7% | -1.0% | -0.7% | -2.1% |
| 30D | +15.7% | -1.6% | +17.3% | +15.1% |
| 3M | +16.5% | +11.9% | +4.6% | +22.9% |
| 6M | +35.1% | +7.5% | +27.6% | +43.6% |
| YTD | +82.2% | +18.7% | +63.5% | +89.1% |
| 1Y | +102.5% | +21.4% | +81.1% | +111.4% |
| All | +102.5% | +23.2% | +79.2% | +111.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling