+66.7%
AU vs CCEP
+18.3%
+48.4%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.6% |
| 7D | -4.3% | -2.8% | -1.4% | -3.3% |
| 30D | +7.3% | -4.0% | +11.3% | +8.9% |
| 3M | +26.3% | +5.2% | +21.1% | +23.5% |
| 6M | +1.8% | +2.7% | -0.9% | -1.3% |
| YTD | +26.8% | +14.5% | +12.3% | +30.4% |
| 1Y | +66.7% | +17.2% | +49.5% | +73.2% |
| All | +66.7% | +18.3% | +48.4% | +73.2% |
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