+700.5%
AU vs CCEP
+105.2%
+595.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.6% | +3.2% | +1.5% |
| 7D | +0.6% | -3.7% | +4.3% | +1.9% |
| 30D | +12.3% | -2.1% | +14.4% | +12.9% |
| 3M | +29.4% | +7.2% | +22.2% | +26.3% |
| 6M | +3.2% | +3.3% | -0.1% | +1.8% |
| YTD | +31.8% | +15.7% | +16.1% | +26.2% |
| 1Y | +83.4% | +16.6% | +66.8% | +74.8% |
| 3Y | +623.1% | +84.3% | +538.8% | +519.4% |
| 5Y | +700.5% | +109.0% | +591.5% | +577.7% |
| All | +700.5% | +105.2% | +595.3% | +577.7% |
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