+1,691.0%
CCEP vs AVAV
+351.0%
+1,340.0%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +10.5% | -11.5% | -2.0% |
| 7D | +2.6% | -10.6% | +13.2% | +3.5% |
| 30D | +15.1% | -18.8% | +33.9% | +17.1% |
| 3M | +7.3% | -34.1% | +41.4% | +11.1% |
| 6M | +23.4% | -35.3% | +58.8% | +26.5% |
| YTD | +29.4% | -53.4% | +82.8% | +35.3% |
| 1Y | +34.2% | -65.6% | +99.9% | +44.8% |
| 3Y | +108.4% | -5.1% | +113.4% | +89.9% |
| 5Y | +147.3% | +18.5% | +128.7% | +110.5% |
| 10Y | +301.3% | +369.8% | -68.5% | +158.3% |
| All | +1,691.0% | +351.0% | +1,340.0% | +947.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling