-13.7%
AXP vs CCEP
+28.8%
-42.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.4% |
| 7D | -2.1% | -0.3% | -1.8% | -2.1% |
| 30D | +2.7% | +11.0% | -8.3% | +0.9% |
| 3M | -7.3% | +9.2% | -16.5% | -8.7% |
| 6M | +1.8% | +27.2% | -25.4% | -0.6% |
| YTD | -13.1% | +30.3% | -43.4% | -16.3% |
| 1Y | -13.7% | +28.7% | -42.4% | -16.3% |
| All | -13.7% | +28.8% | -42.5% | -16.3% |
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