+24.2%
CCEP vs AMP
+11.4%
+12.8%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -3.0% |
| 7D | -3.1% | +0.2% | -3.3% | -3.1% |
| 30D | -2.6% | -0.1% | -2.5% | -2.6% |
| 3M | +14.9% | +23.6% | -8.6% | +14.0% |
| 6M | +2.3% | +20.4% | -18.1% | +1.1% |
| YTD | +17.8% | +15.4% | +2.4% | +16.6% |
| 1Y | +24.2% | +11.0% | +13.2% | +20.8% |
| All | +24.2% | +11.4% | +12.8% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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