+2.9%
AWK vs CCEP
+18.5%
-15.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.5% | +0.7% |
| 7D | +0.6% | -3.7% | +4.3% | +1.6% |
| 30D | +4.3% | -2.1% | +6.4% | +4.9% |
| 3M | +12.5% | +7.2% | +5.4% | +10.5% |
| 6M | +3.3% | +3.3% | 0.0% | +2.3% |
| YTD | +9.8% | +15.7% | -5.9% | +4.6% |
| 1Y | +2.9% | +16.6% | -13.7% | -2.7% |
| All | +2.9% | +18.5% | -15.6% | -2.7% |
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