+1,180.9%
AXON vs CCEP
+299.9%
+880.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.2% | -4.3% | -3.5% |
| 7D | -28.7% | +1.7% | -30.4% | -29.1% |
| 30D | -28.3% | +12.7% | -41.0% | -30.8% |
| 3M | -46.9% | +8.5% | -55.4% | -48.2% |
| 6M | -24.9% | +25.6% | -50.4% | -29.7% |
| YTD | -46.6% | +30.9% | -77.5% | -50.9% |
| 1Y | -49.7% | +32.0% | -81.6% | -53.9% |
| 3Y | +40.6% | +110.9% | -70.4% | +10.0% |
| 5Y | +71.9% | +138.5% | -66.6% | +27.8% |
| 10Y | +1,180.9% | +302.3% | +878.5% | +832.3% |
| All | +1,180.9% | +299.9% | +880.9% | +832.3% |
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 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