+951.3%
APH vs CCEP
+299.9%
+651.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.2% | +7.0% | +7.8% |
| 7D | +1.1% | +1.7% | -0.6% | +0.3% |
| 30D | -7.5% | +12.7% | -20.2% | -11.9% |
| 3M | -4.4% | +8.5% | -12.9% | -7.9% |
| 6M | +26.5% | +25.6% | +0.9% | +14.5% |
| YTD | +20.0% | +30.9% | -10.9% | +6.4% |
| 1Y | +16.9% | +32.0% | -15.1% | +3.2% |
| 3Y | +288.5% | +110.9% | +177.6% | +174.8% |
| 5Y | +310.3% | +138.5% | +171.8% | +170.6% |
| 10Y | +951.3% | +302.3% | +649.0% | +489.3% |
| All | +951.3% | +299.9% | +651.4% | +489.3% |
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