+6,606.2%
AXP vs CCEP
+7,629.5%
-1,023.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.5% | -2.8% |
| 7D | +0.4% | +5.7% | -5.3% | -1.8% |
| 30D | +7.0% | +15.3% | -8.3% | +1.2% |
| 3M | -6.6% | +8.0% | -14.6% | -9.5% |
| 6M | +3.5% | +26.7% | -23.3% | -6.0% |
| YTD | -11.2% | +30.7% | -41.9% | -20.7% |
| 1Y | -10.2% | +36.5% | -46.7% | -21.2% |
| 3Y | +120.0% | +111.1% | +8.9% | +61.1% |
| 5Y | +95.6% | +149.7% | -54.2% | +33.2% |
| 10Y | +468.1% | +305.3% | +162.8% | +222.1% |
| All | +6,606.2% | +7,629.5% | -1,023.3% | +1,272.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling