+107.2%
CCEP vs AVAV
+39.7%
+67.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.4% | -3.1% |
| 7D | -3.1% | -2.2% | -0.8% | -3.0% |
| 30D | -2.6% | -13.9% | +11.3% | -2.5% |
| 3M | +14.9% | -29.2% | +44.2% | +15.3% |
| 6M | +2.3% | -36.1% | +38.4% | +2.7% |
| YTD | +17.8% | -40.2% | +58.0% | +18.2% |
| 1Y | +24.2% | -36.2% | +60.4% | +23.9% |
| 3Y | +84.7% | +47.5% | +37.2% | +73.2% |
| All | +107.2% | +39.7% | +67.5% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 5y: compounded portfolio wealth divided by compounded AVAV 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…
5y analysis · Full analysis span regression · 6 months rolling