-11.1%
AXP vs CCEP
+30.9%
-42.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.5% |
| 7D | -0.1% | +2.1% | -2.2% | -0.5% |
| 30D | +4.4% | +10.6% | -6.1% | +2.7% |
| 3M | -6.4% | +10.3% | -16.7% | -8.0% |
| 6M | +4.2% | +31.1% | -26.9% | +1.6% |
| YTD | -12.4% | +32.1% | -44.5% | -15.4% |
| 1Y | -11.1% | +32.8% | -43.9% | -14.3% |
| All | -11.1% | +30.9% | -42.1% | -14.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling