+154.7%
AWK vs CCEP
+342.1%
-187.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.7% | -0.5% |
| 7D | 0.0% | +1.8% | -1.7% | -0.5% |
| 30D | +15.5% | +12.2% | +3.4% | +11.7% |
| 3M | +10.0% | +10.7% | -0.7% | +6.7% |
| 6M | +20.4% | +27.5% | -7.1% | +12.0% |
| YTD | +17.1% | +31.3% | -14.3% | +7.5% |
| 1Y | +18.3% | +29.9% | -11.6% | +9.0% |
| 3Y | +30.4% | +111.1% | -80.7% | +3.9% |
| 5Y | -2.7% | +142.3% | -145.0% | -26.2% |
| 10Y | +154.7% | +335.5% | -180.8% | +69.8% |
| All | +154.7% | +342.1% | -187.4% | +69.8% |
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