+141.8%
CCEP vs AEE
+57.9%
+83.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.3% | +0.2% |
| 7D | +5.4% | +3.0% | +2.4% | +4.2% |
| 30D | +12.8% | +11.2% | +1.5% | +8.3% |
| 3M | +10.9% | +7.0% | +3.9% | +8.0% |
| 6M | +25.6% | +5.7% | +19.9% | +22.7% |
| YTD | +31.0% | +16.2% | +14.7% | +23.4% |
| 1Y | +32.3% | +12.0% | +20.2% | +26.3% |
| 3Y | +110.5% | +63.4% | +47.2% | +74.6% |
| 5Y | +141.8% | +56.0% | +85.8% | +95.9% |
| All | +141.8% | +57.9% | +83.9% | +95.9% |
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