+2.6%
AVTR vs CCEP
+127.7%
-125.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.6% | +0.1% | -1.5% |
| 7D | +1.6% | -3.7% | +5.2% | +3.0% |
| 30D | +8.4% | -2.1% | +10.5% | +9.2% |
| 3M | +50.2% | +7.2% | +43.0% | +45.8% |
| 6M | +82.6% | +3.3% | +79.3% | +79.3% |
| YTD | +29.8% | +15.7% | +14.2% | +21.4% |
| 1Y | +16.0% | +16.6% | -0.6% | +8.4% |
| 3Y | -26.4% | +84.3% | -110.7% | -43.4% |
| 5Y | -64.5% | +109.0% | -173.5% | -74.5% |
| All | +2.6% | +127.7% | -125.1% | -25.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling