-40.4%
APTV vs CCEP
+24.3%
-64.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.1% | +6.2% | +3.6% |
| 7D | +4.8% | -3.1% | +7.9% | +5.3% |
| 30D | +2.0% | -2.6% | +4.6% | +2.4% |
| 3M | -34.2% | +14.9% | -49.2% | -35.2% |
| 6M | -34.7% | +2.3% | -36.9% | -34.5% |
| YTD | -37.0% | +17.8% | -54.8% | -39.2% |
| 1Y | -40.4% | +24.2% | -64.6% | -42.8% |
| All | -40.4% | +24.3% | -64.7% | -42.8% |
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