+883.4%
APH vs CCEP
+301.0%
+582.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.0% | +5.1% | +4.5% |
| 7D | -5.9% | +2.6% | -8.5% | -7.0% |
| 30D | -14.8% | +15.1% | -29.9% | -19.5% |
| 3M | -12.4% | +7.3% | -19.7% | -15.3% |
| 6M | +8.1% | +23.4% | -15.4% | -1.6% |
| YTD | +10.9% | +29.4% | -18.5% | -1.3% |
| 1Y | +8.8% | +34.2% | -25.5% | -4.7% |
| 3Y | +262.1% | +108.4% | +153.7% | +157.3% |
| 5Y | +283.1% | +147.3% | +135.9% | +148.6% |
| All | +883.4% | +301.0% | +582.4% | +455.9% |
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