+294.7%
CCEP vs AMBA
-0.9%
+295.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.1% | -7.1% | -1.5% |
| 7D | +2.6% | -7.2% | +9.8% | +3.2% |
| 30D | +15.1% | -10.4% | +25.5% | +16.0% |
| 3M | +7.3% | -30.1% | +37.4% | +10.3% |
| 6M | +23.4% | -22.4% | +45.8% | +23.6% |
| YTD | +29.4% | -17.3% | +46.8% | +27.9% |
| 1Y | +34.2% | -35.4% | +69.6% | +35.7% |
| 3Y | +108.4% | +18.6% | +89.7% | +87.4% |
| 5Y | +147.3% | -69.8% | +217.1% | +150.3% |
| All | +294.7% | -0.9% | +295.5% | +217.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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