-24.6%
AVTR vs CCEP
+89.4%
-114.1%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.1% | +1.7% |
| 7D | +7.4% | -1.0% | +8.4% | +7.7% |
| 30D | +12.2% | -1.6% | +13.8% | +12.7% |
| 3M | +57.4% | +11.9% | +45.5% | +52.0% |
| 6M | +86.7% | +7.5% | +79.2% | +82.3% |
| YTD | +33.1% | +18.7% | +14.3% | +24.9% |
| 1Y | +16.1% | +21.4% | -5.3% | +8.6% |
| 3Y | -24.6% | +89.1% | -113.7% | -39.2% |
| All | -24.6% | +89.4% | -114.1% | -39.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling