-51.5%
APTV vs CCEP
+30.8%
-82.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -0.9% | -0.9% |
| 7D | -4.3% | +5.4% | -9.7% | -5.5% |
| 30D | -9.7% | +12.8% | -22.4% | -11.7% |
| 3M | -20.6% | +10.9% | -31.4% | -22.2% |
| 6M | -31.7% | +25.6% | -57.3% | -33.9% |
| YTD | -48.0% | +31.0% | -79.0% | -52.3% |
| All | -51.5% | +30.8% | -82.3% | -54.5% |
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