+89.1%
CCEP vs AGI
+208.5%
-119.4%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.2% | +0.8% |
| 7D | -1.0% | +4.4% | -5.4% | -1.3% |
| 30D | -1.6% | +10.0% | -11.6% | -2.3% |
| 3M | +11.9% | +1.7% | +10.1% | +11.5% |
| 6M | +7.5% | -26.8% | +34.2% | +9.7% |
| YTD | +18.7% | -5.3% | +24.1% | +18.5% |
| 1Y | +21.4% | +11.5% | +9.9% | +18.7% |
| 3Y | +89.1% | +212.9% | -123.8% | +67.0% |
| All | +89.1% | +208.5% | -119.4% | +67.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling