+141.8%
CCEP vs AVAV
+32.4%
+109.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +0.1% |
| 7D | +5.4% | 0.0% | +5.4% | +5.4% |
| 30D | +12.8% | -9.9% | +22.7% | +12.8% |
| 3M | +10.9% | -34.7% | +45.6% | +11.2% |
| 6M | +25.6% | -26.6% | +52.2% | +25.7% |
| YTD | +31.0% | -48.9% | +79.9% | +31.3% |
| 1Y | +32.3% | -63.0% | +95.3% | +33.3% |
| 3Y | +110.5% | +1.6% | +108.9% | +101.3% |
| 5Y | +141.8% | +34.5% | +107.3% | +126.1% |
| All | +141.8% | +32.4% | +109.4% | +126.1% |
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