+36.8%
CCEP vs AGI
-1.1%
+37.9%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +10.8% | -6.9% | +3.2% |
| 7D | +4.2% | -5.3% | +9.5% | +4.3% |
| 30D | +14.2% | -7.1% | +21.3% | +14.3% |
| 3M | +9.1% | +4.4% | +4.7% | +8.6% |
| 6M | +26.9% | -23.0% | +49.9% | +28.0% |
| YTD | +29.1% | -22.0% | +51.1% | +32.2% |
| 1Y | +36.8% | +0.3% | +36.5% | +39.3% |
| All | +36.8% | -1.1% | +37.9% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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