+132,206.3%
APH vs CCEP
+8,514.8%
+123,691.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.1% | +4.0% | +1.7% |
| 7D | +5.0% | -3.1% | +8.0% | +5.8% |
| 30D | -3.9% | -2.6% | -1.3% | -3.3% |
| 3M | +13.0% | +14.9% | -2.0% | +8.4% |
| 6M | +25.2% | +2.3% | +22.9% | +23.6% |
| YTD | +22.9% | +17.8% | +5.1% | +16.8% |
| 1Y | +47.8% | +24.2% | +23.6% | +38.1% |
| 3Y | +283.0% | +84.7% | +198.3% | +218.9% |
| 5Y | +349.7% | +103.2% | +246.5% | +262.3% |
| 10Y | +1,061.2% | +257.4% | +803.9% | +697.5% |
| All | +132,206.3% | +8,514.8% | +123,691.4% | +42,755.7% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling