+282.2%
APH vs CCEP
+148.1%
+134.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.0% | +5.1% | +4.3% |
| 7D | -5.9% | +2.6% | -8.5% | -6.6% |
| 30D | -14.8% | +15.1% | -29.9% | -18.2% |
| 3M | -12.4% | +7.3% | -19.7% | -14.4% |
| 6M | +8.1% | +23.4% | -15.4% | +0.6% |
| YTD | +10.9% | +29.4% | -18.5% | +1.4% |
| 1Y | +8.8% | +34.2% | -25.5% | -2.0% |
| 3Y | +262.1% | +108.4% | +153.7% | +160.0% |
| All | +282.2% | +148.1% | +134.0% | +146.0% |
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