+77.2%
AXON vs CCEP
+148.1%
-70.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -1.0% | -17.2% | -17.9% |
| 7D | -26.8% | +2.6% | -29.4% | -27.4% |
| 30D | -22.9% | +15.1% | -38.0% | -26.4% |
| 3M | -40.1% | +7.3% | -47.4% | -41.5% |
| 6M | -18.9% | +23.4% | -42.3% | -24.3% |
| YTD | -44.9% | +29.4% | -74.3% | -49.8% |
| 1Y | -46.7% | +34.2% | -80.9% | -52.2% |
| 3Y | +44.3% | +108.4% | -64.0% | +3.2% |
| All | +77.2% | +148.1% | -70.9% | +11.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling