+6,610.0%
AXP vs CCEP
+6,869.6%
-259.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | +0.1% |
| 7D | -2.1% | -3.1% | +0.9% | -1.0% |
| 30D | -6.5% | -2.6% | -3.9% | -5.6% |
| 3M | +4.6% | +14.9% | -10.3% | -1.0% |
| 6M | +5.4% | +2.3% | +3.2% | +4.0% |
| YTD | -11.1% | +17.8% | -29.0% | -17.3% |
| 1Y | -0.3% | +24.2% | -24.5% | -9.2% |
| 3Y | +111.6% | +84.7% | +26.9% | +63.2% |
| 5Y | +117.6% | +103.2% | +14.4% | +60.4% |
| 10Y | +474.1% | +257.4% | +216.7% | +241.6% |
| All | +6,610.0% | +6,869.6% | -259.6% | +1,331.3% |
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