+36.8%
AVTR vs CCEP
+31.1%
+5.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.8% | +1.0% |
| 7D | +0.5% | +1.8% | -1.2% | +0.4% |
| 30D | +1.5% | +12.2% | -10.6% | +0.7% |
| 3M | +14.2% | +10.7% | +3.6% | +13.4% |
| 6M | +97.4% | +27.5% | +69.9% | +94.7% |
| YTD | +37.3% | +31.3% | +5.9% | +37.2% |
| 1Y | +36.8% | +29.9% | +6.9% | +40.0% |
| All | +36.8% | +31.1% | +5.7% | +40.0% |
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