+1,052.9%
CCEP vs AEE
+882.7%
+170.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.3% | +0.2% |
| 7D | +5.4% | +3.0% | +2.4% | +3.9% |
| 30D | +12.8% | +11.2% | +1.5% | +7.3% |
| 3M | +10.9% | +7.0% | +3.9% | +7.4% |
| 6M | +25.6% | +5.7% | +19.9% | +22.1% |
| YTD | +31.0% | +16.2% | +14.7% | +21.7% |
| 1Y | +32.3% | +12.0% | +20.2% | +24.9% |
| 3Y | +110.5% | +63.4% | +47.2% | +64.6% |
| 5Y | +141.8% | +56.0% | +85.8% | +90.5% |
| 10Y | +341.1% | +217.4% | +123.8% | +136.3% |
| All | +1,052.9% | +882.7% | +170.2% | +236.5% |
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 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