+16.9%
AWK vs CCEP
+30.9%
-14.1%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | 0.0% | +0.9% |
| 7D | +0.1% | +2.1% | -2.0% | -0.5% |
| 30D | +14.3% | +10.6% | +3.7% | +11.1% |
| 3M | +10.3% | +10.3% | 0.0% | +7.3% |
| 6M | +18.9% | +31.1% | -12.1% | +11.8% |
| YTD | +17.7% | +32.1% | -14.4% | +10.7% |
| 1Y | +16.9% | +32.8% | -16.0% | +9.3% |
| All | +16.9% | +30.9% | -14.1% | +9.3% |
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