+25,809.4%
AVGO vs CCEP
+1,744.1%
+24,065.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.1% |
| 7D | -9.9% | +2.6% | -12.5% | -11.0% |
| 30D | -22.0% | +15.1% | -37.1% | -26.6% |
| 3M | -30.0% | +7.3% | -37.3% | -32.5% |
| 6M | -30.7% | +23.4% | -54.2% | -37.3% |
| YTD | -14.7% | +29.4% | -44.1% | -24.6% |
| 1Y | -16.8% | +34.2% | -51.0% | -27.8% |
| 3Y | +244.4% | +108.4% | +136.1% | +140.2% |
| 5Y | +474.0% | +147.3% | +326.8% | +265.9% |
| 10Y | +2,122.6% | +301.3% | +1,821.2% | +991.0% |
| All | +25,809.4% | +1,744.1% | +24,065.3% | +7,644.2% |
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 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