+137.9%
APO vs CCEP
+105.1%
+32.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | +0.7% |
| 7D | -1.0% | -3.1% | +2.0% | +0.3% |
| 30D | +3.5% | -2.6% | +6.1% | +4.6% |
| 3M | +4.5% | +14.9% | -10.4% | -2.5% |
| 6M | +22.8% | +2.3% | +20.5% | +20.6% |
| YTD | -6.5% | +17.8% | -24.3% | -15.2% |
| 1Y | +0.8% | +24.2% | -23.4% | -11.4% |
| 3Y | +62.0% | +84.7% | -22.8% | +9.9% |
| All | +137.9% | +105.1% | +32.8% | +49.3% |
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