+848.7%
APA vs CCEP
+6,869.6%
-6,020.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.1% | -0.1% | -2.3% |
| 7D | +0.5% | -3.1% | +3.6% | +1.5% |
| 30D | +23.4% | -2.6% | +26.0% | +24.2% |
| 3M | +12.7% | +14.9% | -2.2% | +7.5% |
| 6M | +39.4% | +2.3% | +37.2% | +36.8% |
| YTD | +79.0% | +17.8% | +61.1% | +67.8% |
| 1Y | +88.8% | +24.2% | +64.6% | +73.6% |
| 3Y | +6.4% | +84.7% | -78.4% | -14.3% |
| 5Y | +153.0% | +103.2% | +49.8% | +95.9% |
| 10Y | +7.5% | +257.4% | -249.8% | -26.3% |
| All | +848.7% | +6,869.6% | -6,020.9% | +283.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling