-48.5%
APTV vs CCEP
+110.9%
-159.5%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.3% |
| 7D | -5.0% | -0.3% | -4.7% | -4.9% |
| 30D | -12.3% | +11.0% | -23.3% | -14.5% |
| 3M | -19.9% | +9.2% | -29.1% | -21.7% |
| 6M | -29.4% | +27.2% | -56.6% | -33.4% |
| YTD | -49.0% | +30.3% | -79.3% | -52.5% |
| 1Y | -53.1% | +28.7% | -81.8% | -56.2% |
| All | -48.5% | +110.9% | -159.5% | -60.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling