-19.1%
APTV vs CCEP
+237.8%
-256.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.6% | -0.1% | -1.2% |
| 7D | -1.2% | -3.7% | +2.5% | +0.9% |
| 30D | -10.6% | -2.1% | -8.6% | -9.7% |
| 3M | -35.0% | +7.2% | -42.2% | -37.8% |
| 6M | -38.9% | +3.3% | -42.2% | -40.6% |
| YTD | -41.5% | +15.7% | -57.2% | -47.1% |
| 1Y | -45.8% | +16.6% | -62.4% | -51.4% |
| 3Y | -55.7% | +84.3% | -140.0% | -71.0% |
| 5Y | -70.1% | +109.0% | -179.1% | -82.1% |
| 10Y | -19.1% | +238.1% | -257.2% | -60.1% |
| All | -19.1% | +237.8% | -256.9% | -60.1% |
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