+32.8%
CCEP vs AEE
+12.0%
+20.9%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +0.9% |
| 7D | +2.1% | +1.7% | +0.4% | +1.3% |
| 30D | +10.6% | +9.7% | +0.8% | +6.4% |
| 3M | +10.3% | +5.9% | +4.4% | +7.5% |
| 6M | +31.1% | +6.7% | +24.4% | +26.5% |
| YTD | +32.1% | +17.4% | +14.8% | +27.0% |
| 1Y | +32.8% | +12.7% | +20.2% | +28.4% |
| All | +32.8% | +12.0% | +20.9% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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