+895.0%
APA vs CCEP
+7,553.0%
-6,658.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.0% | +3.6% | +2.9% |
| 7D | -15.5% | +2.6% | -18.1% | -16.3% |
| 30D | +2.4% | +15.1% | -12.8% | -2.1% |
| 3M | +22.8% | +7.3% | +15.5% | +19.6% |
| 6M | +17.9% | +23.4% | -5.5% | +9.6% |
| YTD | +87.7% | +29.4% | +58.3% | +70.4% |
| 1Y | +94.2% | +34.2% | +60.0% | +74.2% |
| 3Y | +27.2% | +108.4% | -81.1% | -1.3% |
| 5Y | +74.1% | +147.3% | -73.1% | +26.5% |
| 10Y | +2.6% | +301.3% | -298.7% | -32.2% |
| All | +895.0% | +7,553.0% | -6,658.0% | +289.7% |
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