-32.7%
APP vs CCEP
+28.8%
-61.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -2.8% |
| 7D | +10.6% | -0.3% | +10.9% | +10.5% |
| 30D | +44.6% | +11.0% | +33.6% | +46.4% |
| 3M | +29.6% | +9.2% | +20.4% | +30.5% |
| 6M | -19.8% | +27.2% | -47.0% | -13.1% |
| YTD | -41.6% | +30.3% | -71.9% | -35.6% |
| 1Y | -32.7% | +28.7% | -61.4% | -24.7% |
| All | -32.7% | +28.8% | -61.5% | -24.7% |
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