+107.0%
CCEP vs AZO
+85.0%
+22.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.6% |
| 7D | -5.7% | -2.9% | -2.8% | -5.0% |
| 30D | -3.4% | -5.3% | +1.9% | -2.1% |
| 3M | +5.5% | -7.3% | +12.9% | +7.4% |
| 6M | +2.2% | -22.7% | +24.9% | +8.8% |
| YTD | +14.6% | -15.0% | +29.7% | +18.7% |
| 1Y | +18.9% | -32.2% | +51.2% | +30.6% |
| 3Y | +82.6% | +10.0% | +72.6% | +73.4% |
| 5Y | +107.0% | +85.8% | +21.1% | +55.4% |
| All | +107.0% | +85.0% | +22.0% | +55.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling