-45.8%
APTV vs CCEP
+18.5%
-64.3%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.6% | -0.1% | -2.2% |
| 7D | -1.2% | -3.7% | +2.5% | -0.6% |
| 30D | -10.6% | -2.1% | -8.6% | -10.4% |
| 3M | -35.0% | +7.2% | -42.2% | -35.2% |
| 6M | -38.9% | +3.3% | -42.2% | -38.7% |
| YTD | -41.5% | +15.7% | -57.2% | -43.3% |
| 1Y | -45.8% | +16.6% | -62.4% | -47.7% |
| All | -45.8% | +18.5% | -64.3% | -47.7% |
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