+8.1%
APA vs CCEP
+86.4%
-78.3%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.1% | -0.1% | -3.3% |
| 7D | +0.5% | -3.1% | +3.6% | +0.5% |
| 30D | +23.4% | -2.6% | +26.0% | +23.4% |
| 3M | +12.7% | +14.9% | -2.2% | +12.1% |
| 6M | +39.4% | +2.3% | +37.2% | +41.1% |
| YTD | +79.0% | +17.8% | +61.1% | +74.5% |
| 1Y | +88.8% | +24.2% | +64.6% | +81.0% |
| All | +8.1% | +86.4% | -78.3% | +1.8% |
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