+38.8%
AXON vs CCEP
+111.2%
-72.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -27.4% | +5.4% | -32.7% | -27.7% |
| 30D | -28.5% | +12.8% | -41.2% | -29.4% |
| 3M | -49.3% | +10.9% | -60.1% | -49.8% |
| 6M | -25.0% | +25.6% | -50.7% | -26.2% |
| YTD | -46.7% | +31.0% | -77.7% | -48.0% |
| 1Y | -48.3% | +32.3% | -80.5% | -49.5% |
| 3Y | +38.8% | +110.5% | -71.7% | +20.0% |
| All | +38.8% | +111.2% | -72.4% | +20.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling