-63.5%
AVTR vs CCEP
+108.6%
-172.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.1% | +1.6% |
| 7D | +7.4% | -1.0% | +8.4% | +7.8% |
| 30D | +12.2% | -1.6% | +13.8% | +12.8% |
| 3M | +57.4% | +11.9% | +45.5% | +50.9% |
| 6M | +86.7% | +7.5% | +79.2% | +81.1% |
| YTD | +33.1% | +18.7% | +14.3% | +23.8% |
| 1Y | +16.1% | +21.4% | -5.3% | +7.4% |
| 3Y | -24.6% | +89.1% | -113.7% | -42.0% |
| 5Y | -63.5% | +108.7% | -172.2% | -73.3% |
| All | -63.5% | +108.6% | -172.1% | -73.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling