+5,531.0%
CCEP vs AZO
+42,832.5%
-37,301.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +1.0% |
| 7D | -1.0% | -0.5% | -0.5% | -0.9% |
| 30D | -1.6% | -5.6% | +4.0% | -0.3% |
| 3M | +11.9% | -4.0% | +15.8% | +12.7% |
| 6M | +7.5% | -18.9% | +26.4% | +12.3% |
| YTD | +18.7% | -13.0% | +31.7% | +21.8% |
| 1Y | +21.4% | -30.4% | +51.8% | +30.9% |
| 3Y | +89.1% | +12.7% | +76.4% | +81.1% |
| 5Y | +108.7% | +89.6% | +19.1% | +75.9% |
| 10Y | +241.0% | +304.7% | -63.7% | +137.8% |
| All | +5,531.0% | +42,832.5% | -37,301.5% | +1,460.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling