+16.6%
CCEP vs AEE
+10.4%
+6.1%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.1% | -2.4% |
| 7D | -3.7% | +1.1% | -4.7% | -4.1% |
| 30D | -2.1% | 0.0% | -2.1% | -2.1% |
| 3M | +7.2% | -0.9% | +8.1% | +6.9% |
| 6M | +3.3% | -2.4% | +5.7% | +3.8% |
| YTD | +15.7% | +8.6% | +7.0% | +11.7% |
| 1Y | +16.6% | +10.2% | +6.4% | +10.5% |
| All | +16.6% | +10.4% | +6.1% | +10.5% |
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