+1,874.2%
AXON vs CCEP
+251.0%
+1,623.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.1% | -1.1% | -3.3% |
| 7D | -14.2% | -3.1% | -11.1% | -13.4% |
| 30D | -15.4% | -2.6% | -12.8% | -14.8% |
| 3M | +0.5% | +14.9% | -14.5% | -3.4% |
| 6M | -9.5% | +2.3% | -11.8% | -10.4% |
| YTD | -9.2% | +17.8% | -27.1% | -14.0% |
| 1Y | -29.4% | +24.2% | -53.6% | -34.4% |
| 3Y | +139.4% | +84.7% | +54.7% | +94.3% |
| 5Y | +178.9% | +103.2% | +75.7% | +116.1% |
| All | +1,874.2% | +251.0% | +1,623.3% | +1,424.2% |
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