-32.0%
APP vs CCEP
+31.1%
-63.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.3% | +2.1% | +2.4% |
| 7D | +48.9% | +1.8% | +47.2% | +49.1% |
| 30D | +49.4% | +12.2% | +37.3% | +51.5% |
| 3M | +27.0% | +10.7% | +16.3% | +28.1% |
| 6M | -15.4% | +27.5% | -42.9% | -8.6% |
| YTD | -39.9% | +31.3% | -71.3% | -33.8% |
| 1Y | -32.0% | +29.9% | -61.9% | -23.9% |
| All | -32.0% | +31.1% | -63.1% | -23.9% |
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