-5.1%
APO vs CCEP
+32.5%
-37.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.2% | +3.5% | +4.6% |
| 7D | +2.3% | +1.7% | +0.6% | +2.0% |
| 30D | +3.0% | +12.7% | -9.7% | +3.6% |
| 3M | -3.7% | +8.5% | -12.2% | -3.4% |
| 6M | -7.5% | +25.6% | -33.0% | -5.8% |
| YTD | -14.5% | +30.9% | -45.4% | -16.5% |
| All | -5.1% | +32.5% | -37.6% | -7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling