+31,416.6%
AVGO vs CCEP
+1,579.5%
+29,837.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +1.4% |
| 7D | -3.0% | -3.1% | +0.1% | -1.8% |
| 30D | -14.4% | -2.6% | -11.8% | -13.7% |
| 3M | -14.4% | +14.9% | -29.4% | -19.8% |
| 6M | +13.1% | +2.3% | +10.9% | +11.0% |
| YTD | +3.8% | +17.8% | -14.1% | -4.2% |
| 1Y | +17.8% | +24.2% | -6.4% | +5.5% |
| 3Y | +325.3% | +84.7% | +240.5% | +213.1% |
| 5Y | +689.9% | +103.2% | +586.7% | +448.9% |
| 10Y | +2,597.0% | +257.4% | +2,339.6% | +1,294.2% |
| All | +31,416.6% | +1,579.5% | +29,837.2% | +9,736.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling