+182.3%
AXON vs CCEP
+105.1%
+77.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.1% | -1.1% | -3.2% |
| 7D | -14.2% | -3.1% | -11.1% | -13.3% |
| 30D | -15.4% | -2.6% | -12.8% | -14.7% |
| 3M | +0.5% | +14.9% | -14.5% | -3.7% |
| 6M | -9.5% | +2.3% | -11.8% | -10.3% |
| YTD | -9.2% | +17.8% | -27.1% | -14.7% |
| 1Y | -29.4% | +24.2% | -53.6% | -35.2% |
| 3Y | +139.4% | +84.7% | +54.7% | +80.1% |
| All | +182.3% | +105.1% | +77.2% | +96.5% |
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