+407.0%
AXP vs CCEP
+342.6%
+64.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | 0.0% |
| 7D | -0.1% | +2.1% | -2.2% | -1.3% |
| 30D | +4.4% | +10.6% | -6.1% | -1.6% |
| 3M | -6.4% | +10.3% | -16.7% | -11.9% |
| 6M | +4.2% | +31.1% | -26.9% | -11.6% |
| YTD | -12.4% | +32.1% | -44.5% | -26.8% |
| 1Y | -11.1% | +32.8% | -43.9% | -26.1% |
| 3Y | +114.9% | +111.3% | +3.5% | +29.9% |
| 5Y | +87.4% | +147.5% | -60.1% | -0.2% |
| All | +407.0% | +342.6% | +64.5% | +117.1% |
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