+527.5%
APP vs CCEP
+156.5%
+370.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.4% | +2.5% | +3.2% |
| 7D | +4.6% | +2.1% | +2.5% | +3.5% |
| 30D | +56.0% | +10.6% | +45.4% | +47.8% |
| 3M | +30.8% | +10.3% | +20.5% | +23.7% |
| 6M | -9.8% | +31.1% | -40.9% | -22.4% |
| YTD | -39.3% | +32.1% | -71.4% | -49.4% |
| 1Y | -26.4% | +32.8% | -59.3% | -39.0% |
| 3Y | +887.9% | +111.3% | +776.6% | +460.4% |
| 5Y | +264.1% | +147.5% | +116.6% | +79.5% |
| All | +527.5% | +156.5% | +370.9% | +206.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling