+36.8%
CCEP vs AZO
-7.5%
+44.2%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.9% | -0.1% | +2.6% |
| 7D | +4.2% | +5.3% | -1.1% | +2.7% |
| 30D | +14.2% | +18.4% | -4.3% | +9.2% |
| 3M | +9.1% | +9.8% | -0.7% | +6.2% |
| 6M | +26.9% | -4.5% | +31.4% | +26.7% |
| YTD | +29.1% | -1.9% | +31.0% | +27.8% |
| 1Y | +36.8% | -9.5% | +46.3% | +36.2% |
| All | +36.8% | -7.5% | +44.2% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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