+36.8%
CCEP vs AEIS
+6.2%
+30.5%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -11.1% | +15.0% | +3.1% |
| 7D | +4.2% | -12.7% | +16.9% | +3.5% |
| 30D | +14.2% | -28.8% | +43.0% | +12.7% |
| 3M | +9.1% | -38.0% | +47.2% | +7.6% |
| 6M | +26.9% | -45.3% | +72.2% | +25.7% |
| YTD | +29.1% | +1.1% | +27.9% | +28.4% |
| 1Y | +36.8% | +8.6% | +28.1% | +35.2% |
| All | +36.8% | +6.2% | +30.5% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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