+937.3%
CCEP vs AEE
+813.9%
+123.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.2% | -3.1% |
| 7D | -3.1% | +0.3% | -3.4% | -3.2% |
| 30D | -2.6% | -2.3% | -0.3% | -1.6% |
| 3M | +14.9% | +0.2% | +14.7% | +14.6% |
| 6M | +2.3% | -4.7% | +7.0% | +4.3% |
| YTD | +17.8% | +8.1% | +9.7% | +13.2% |
| 1Y | +24.2% | +8.5% | +15.7% | +19.0% |
| 3Y | +84.7% | +48.9% | +35.8% | +50.5% |
| 5Y | +103.2% | +39.9% | +63.3% | +68.3% |
| 10Y | +257.4% | +186.5% | +70.8% | +100.8% |
| All | +937.3% | +813.9% | +123.4% | +213.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling