+17.2%
CCEP vs AMP
+14.8%
+2.4%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.2% |
| 7D | -2.8% | -0.5% | -2.3% | -2.8% |
| 30D | -4.0% | -1.3% | -2.7% | -3.9% |
| 3M | +5.2% | +24.2% | -19.0% | +4.3% |
| 6M | +2.7% | +24.6% | -21.9% | +1.6% |
| YTD | +14.5% | +14.8% | -0.3% | +13.2% |
| 1Y | +17.2% | +12.8% | +4.4% | +14.0% |
| All | +17.2% | +14.8% | +2.4% | +14.0% |
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