+2.1%
AWK vs CCEP
+24.3%
-22.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.7% |
| 7D | +1.7% | -3.1% | +4.8% | +2.6% |
| 30D | +5.6% | -2.6% | +8.2% | +6.3% |
| 3M | +15.9% | +14.9% | +0.9% | +11.8% |
| 6M | +4.6% | +2.3% | +2.3% | +3.9% |
| YTD | +10.1% | +17.8% | -7.8% | +4.6% |
| 1Y | +2.1% | +24.2% | -22.1% | -5.3% |
| All | +2.1% | +24.3% | -22.2% | -5.3% |
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 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