+114,578.9%
APH vs CCEP
+9,454.0%
+105,124.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +1.3% | -10.6% | -9.6% |
| 7D | -12.7% | +5.7% | -18.4% | -14.1% |
| 30D | -19.2% | +15.3% | -34.5% | -22.4% |
| 3M | -16.7% | +8.0% | -24.7% | -18.8% |
| 6M | +5.1% | +26.7% | -21.6% | -2.2% |
| YTD | +6.6% | +30.7% | -24.1% | -1.9% |
| 1Y | +3.9% | +36.5% | -32.7% | -5.6% |
| 3Y | +246.0% | +111.1% | +134.9% | +177.0% |
| 5Y | +268.0% | +149.7% | +118.3% | +179.9% |
| 10Y | +868.2% | +305.3% | +562.9% | +541.2% |
| All | +114,578.9% | +9,454.0% | +105,124.9% | +35,885.5% |
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