+108.7%
CCEP vs AEIS
+228.8%
-120.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.0% | +0.5% |
| 7D | -1.0% | +8.1% | -9.1% | -1.7% |
| 30D | -1.6% | -11.1% | +9.5% | -0.7% |
| 3M | +11.9% | -5.6% | +17.5% | +11.0% |
| 6M | +7.5% | -0.6% | +8.1% | +5.1% |
| YTD | +18.7% | +38.0% | -19.3% | +10.6% |
| 1Y | +21.4% | +87.2% | -65.8% | +7.0% |
| 3Y | +89.1% | +179.7% | -90.6% | +48.9% |
| 5Y | +108.7% | +241.7% | -133.0% | +48.1% |
| All | +108.7% | +228.8% | -120.1% | +48.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling