+1,708.9%
CCEP vs AVAV
+308.3%
+1,400.6%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -9.8% | +11.1% | +2.2% |
| 7D | +5.7% | -24.3% | +30.0% | +8.4% |
| 30D | +15.3% | -28.9% | +44.2% | +18.8% |
| 3M | +8.0% | -39.3% | +47.3% | +12.7% |
| 6M | +26.7% | -38.8% | +65.5% | +30.6% |
| YTD | +30.7% | -57.8% | +88.5% | +38.0% |
| 1Y | +36.5% | -70.9% | +107.4% | +49.8% |
| 3Y | +111.1% | -14.8% | +125.9% | +94.6% |
| 5Y | +149.7% | +7.3% | +142.4% | +114.7% |
| 10Y | +305.3% | +325.3% | -20.0% | +163.5% |
| All | +1,708.9% | +308.3% | +1,400.6% | +968.9% |
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