+230.1%
CCEP vs AGI
+392.3%
-162.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.1% |
| 7D | -2.8% | -2.7% | -0.1% | -2.8% |
| 30D | -4.0% | +7.2% | -11.3% | -4.1% |
| 3M | +5.2% | +4.3% | +0.9% | +5.1% |
| 6M | +2.7% | -27.1% | +29.8% | +3.0% |
| YTD | +14.5% | -6.6% | +21.1% | +14.6% |
| 1Y | +17.2% | +9.5% | +7.6% | +17.0% |
| 3Y | +79.3% | +208.4% | -129.1% | +78.3% |
| 5Y | +106.8% | +401.6% | -294.9% | +106.8% |
| All | +230.1% | +392.3% | -162.3% | +251.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling