+4,032.6%
CCEP vs AEIS
+1,770.4%
+2,262.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.1% | -7.1% | -1.6% |
| 7D | +2.6% | -11.3% | +13.9% | +3.4% |
| 30D | +15.1% | -32.6% | +47.7% | +18.9% |
| 3M | +7.3% | -39.2% | +46.4% | +11.5% |
| 6M | +23.4% | -45.4% | +68.8% | +28.4% |
| YTD | +29.4% | -5.8% | +35.2% | +26.5% |
| 1Y | +34.2% | -10.0% | +44.2% | +31.7% |
| 3Y | +108.4% | +121.2% | -12.8% | +82.6% |
| 5Y | +147.3% | +110.6% | +36.6% | +115.8% |
| 10Y | +301.3% | +326.6% | -25.3% | +216.2% |
| All | +4,032.6% | +1,770.4% | +2,262.2% | +2,321.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling