-6.8%
AVGO vs CCEP
+36.9%
-43.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.8% | -5.8% | -0.8% |
| 7D | -7.5% | +4.2% | -11.7% | -6.2% |
| 30D | -10.2% | +14.2% | -24.4% | -6.8% |
| 3M | -22.0% | +9.1% | -31.2% | -19.8% |
| 6M | -21.6% | +26.9% | -48.4% | -17.9% |
| YTD | -5.4% | +29.1% | -34.5% | +4.6% |
| 1Y | -6.8% | +36.8% | -43.6% | +9.9% |
| All | -6.8% | +36.9% | -43.7% | +9.9% |
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 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