-77.5%
APTV vs CCEP
+147.2%
-224.7%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -1.0% |
| 7D | -1.7% | +2.1% | -3.9% | -2.9% |
| 30D | -11.6% | +10.6% | -22.2% | -16.6% |
| 3M | -21.2% | +10.3% | -31.5% | -25.9% |
| 6M | -28.5% | +31.1% | -59.6% | -39.7% |
| YTD | -49.1% | +32.1% | -81.2% | -57.8% |
| 1Y | -52.2% | +32.8% | -85.0% | -60.5% |
| 3Y | -48.6% | +111.3% | -160.0% | -72.0% |
| All | -77.5% | +147.2% | -224.7% | -89.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling