+306.4%
APH vs CCEP
+139.0%
+167.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -1.0% |
| 7D | -5.0% | +5.4% | -10.4% | -6.2% |
| 30D | -8.4% | +12.8% | -21.1% | -11.4% |
| 3M | -4.5% | +10.9% | -15.4% | -7.4% |
| 6M | +25.3% | +25.6% | -0.4% | +16.1% |
| YTD | +18.9% | +31.0% | -12.1% | +8.4% |
| 1Y | +11.9% | +32.3% | -20.3% | +1.6% |
| 3Y | +278.0% | +110.5% | +167.4% | +170.0% |
| 5Y | +306.4% | +141.8% | +164.6% | +163.7% |
| All | +306.4% | +139.0% | +167.5% | +163.7% |
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 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