+238.1%
CCEP vs AEIS
+545.5%
-307.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.5% | -2.4% |
| 7D | -3.7% | +6.5% | -10.1% | -4.6% |
| 30D | -2.1% | -9.2% | +7.1% | -1.0% |
| 3M | +7.2% | -8.3% | +15.5% | +6.7% |
| 6M | +3.3% | -6.3% | +9.6% | +1.6% |
| YTD | +15.7% | +36.5% | -20.8% | +6.0% |
| 1Y | +16.6% | +84.8% | -68.2% | +0.3% |
| 3Y | +84.3% | +176.6% | -92.3% | +41.7% |
| 5Y | +109.0% | +237.1% | -128.1% | +50.7% |
| 10Y | +238.1% | +554.7% | -316.5% | +87.1% |
| All | +238.1% | +545.5% | -307.4% | +87.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling