+86.7%
AXON vs CCEP
+140.5%
-53.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.3% | +4.0% | +4.2% |
| 7D | -25.6% | +1.8% | -27.4% | -26.0% |
| 30D | -23.9% | +12.2% | -36.1% | -26.8% |
| 3M | -50.4% | +10.7% | -61.1% | -52.1% |
| 6M | -20.0% | +27.5% | -47.5% | -26.1% |
| YTD | -44.5% | +31.3% | -75.8% | -49.7% |
| 1Y | -44.9% | +29.9% | -74.8% | -49.9% |
| 3Y | +44.7% | +111.1% | -66.4% | +2.7% |
| 5Y | +86.7% | +142.3% | -55.6% | +15.5% |
| All | +86.7% | +140.5% | -53.8% | +15.5% |
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