-35.9%
APP vs CCEP
+24.3%
-60.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.1% | +5.3% | +1.6% |
| 7D | +0.9% | -3.1% | +3.9% | +0.3% |
| 30D | -23.3% | -2.6% | -20.7% | -23.7% |
| 3M | -42.6% | +14.9% | -57.6% | -39.3% |
| 6M | -33.6% | +2.3% | -35.9% | -33.5% |
| YTD | -52.4% | +17.8% | -70.3% | -49.6% |
| 1Y | -35.9% | +24.2% | -60.1% | -33.2% |
| All | -35.9% | +24.3% | -60.2% | -33.2% |
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