+87.9%
CCEP vs AEIS
+157.5%
-69.6%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.4% | -5.5% | -3.1% |
| 7D | -3.1% | +3.0% | -6.0% | -3.1% |
| 30D | -2.6% | -14.6% | +12.1% | -2.4% |
| 3M | +14.9% | -12.4% | +27.4% | +14.7% |
| 6M | +2.3% | -15.0% | +17.2% | +2.0% |
| YTD | +17.8% | +34.3% | -16.4% | +15.5% |
| 1Y | +24.2% | +87.4% | -63.2% | +19.2% |
| All | +87.9% | +157.5% | -69.6% | +77.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling