+108.7%
CCEP vs AEE
+43.4%
+65.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.2% | +0.4% |
| 7D | -1.0% | +1.3% | -2.3% | -1.5% |
| 30D | -1.6% | -1.2% | -0.4% | -1.2% |
| 3M | +11.9% | +1.0% | +10.8% | +11.2% |
| 6M | +7.5% | -2.3% | +9.7% | +8.2% |
| YTD | +18.7% | +9.1% | +9.6% | +14.6% |
| 1Y | +21.4% | +10.6% | +10.8% | +16.6% |
| 3Y | +89.1% | +48.5% | +40.6% | +62.8% |
| 5Y | +108.7% | +39.9% | +68.8% | +73.4% |
| All | +108.7% | +43.4% | +65.3% | +73.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling