+61,451.9%
APH vs CCEP
+8,514.8%
+52,937.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -2.1% | -45.7% | -47.2% |
| 7D | -48.7% | -1.5% | -47.3% | -48.3% |
| 30D | -51.9% | -2.6% | -49.3% | -51.4% |
| 3M | -43.6% | +14.9% | -58.5% | -45.5% |
| 6M | -37.5% | +2.3% | -39.8% | -38.0% |
| YTD | -38.6% | +17.8% | -56.5% | -41.4% |
| 1Y | -26.3% | +24.2% | -50.5% | -30.8% |
| 3Y | +89.2% | +84.7% | +4.5% | +58.3% |
| 5Y | +119.8% | +103.2% | +16.6% | +78.0% |
| 10Y | +454.3% | +257.4% | +196.9% | +282.7% |
| All | +61,451.9% | +8,514.8% | +52,937.1% | +19,941.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling