+190.7%
APD vs CCEP
+342.1%
-151.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.7% | +0.8% |
| 7D | -1.2% | +1.8% | -2.9% | -1.8% |
| 30D | +11.0% | +12.2% | -1.1% | +6.3% |
| 3M | +2.6% | +10.7% | -8.1% | -1.4% |
| 6M | +4.8% | +27.5% | -22.6% | -4.7% |
| YTD | +31.0% | +31.3% | -0.4% | +17.1% |
| 1Y | +23.4% | +29.9% | -6.5% | +10.7% |
| 3Y | +28.4% | +111.1% | -82.7% | -5.8% |
| 5Y | +15.2% | +142.3% | -127.1% | -21.3% |
| 10Y | +190.7% | +335.5% | -144.8% | +71.3% |
| All | +190.7% | +342.1% | -151.4% | +71.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling