+424.9%
AXP vs CCEP
+342.1%
+82.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.3% |
| 7D | -2.9% | +1.8% | -4.6% | -3.8% |
| 30D | +3.7% | +12.2% | -8.5% | -3.1% |
| 3M | -4.9% | +10.7% | -15.6% | -10.6% |
| 6M | +4.1% | +27.5% | -23.4% | -10.3% |
| YTD | -11.7% | +31.3% | -43.0% | -26.0% |
| 1Y | -11.7% | +29.9% | -41.6% | -25.6% |
| 3Y | +116.5% | +111.1% | +5.4% | +31.0% |
| 5Y | +89.5% | +142.3% | -52.8% | +2.3% |
| 10Y | +424.9% | +335.5% | +89.4% | +127.2% |
| All | +424.9% | +342.1% | +82.8% | +127.2% |
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