+672.3%
AU vs CCEP
+236.1%
+436.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -4.3% | -2.8% | -1.4% | -4.0% |
| 30D | +7.3% | -4.0% | +11.3% | +7.7% |
| 3M | +26.3% | +5.2% | +21.1% | +25.7% |
| 6M | +1.8% | +2.7% | -0.9% | +1.4% |
| YTD | +26.8% | +14.5% | +12.3% | +25.4% |
| 1Y | +66.7% | +17.2% | +49.5% | +64.5% |
| 3Y | +579.1% | +79.3% | +499.7% | +558.7% |
| 5Y | +689.3% | +106.8% | +582.6% | +662.0% |
| All | +672.3% | +236.1% | +436.1% | +673.5% |
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 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