+355.9%
APH vs CCEP
+105.1%
+250.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +7.5% |
| 6M | +25.2% | +2.3% | +22.9% | +23.5% |
| YTD | +22.9% | +17.8% | +5.1% | +15.5% |
| 1Y | +47.8% | +24.2% | +23.6% | +35.7% |
| 3Y | +283.0% | +84.7% | +198.3% | +187.2% |
| All | +355.9% | +105.1% | +250.8% | +216.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling