-26.3%
APH vs CCEP
+24.3%
-50.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -2.1% | -45.7% | -47.7% |
| 7D | -48.7% | -1.5% | -47.3% | -48.6% |
| 30D | -51.9% | -2.6% | -49.3% | -51.9% |
| 3M | -43.6% | +14.9% | -58.5% | -42.7% |
| 6M | -37.5% | +2.3% | -39.8% | -37.7% |
| YTD | -38.6% | +17.8% | -56.5% | -34.5% |
| 1Y | -26.3% | +24.2% | -50.5% | -20.3% |
| All | -26.3% | +24.3% | -50.6% | -20.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling