+69.8%
APA vs CCEP
+148.1%
-78.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.0% | +3.6% | +2.8% |
| 7D | -15.5% | +2.6% | -18.1% | -16.0% |
| 30D | +2.4% | +15.1% | -12.8% | -0.5% |
| 3M | +22.8% | +7.3% | +15.5% | +20.8% |
| 6M | +17.9% | +23.4% | -5.5% | +11.8% |
| YTD | +87.7% | +29.4% | +58.3% | +73.1% |
| 1Y | +94.2% | +34.2% | +60.0% | +76.7% |
| 3Y | +27.2% | +108.4% | -81.1% | -2.9% |
| All | +69.8% | +148.1% | -78.3% | +16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling