+3,663.6%
CCEP vs AEIS
+2,566.8%
+1,096.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.4% | -5.5% | -3.3% |
| 7D | -3.1% | +3.0% | -6.0% | -3.4% |
| 30D | -2.6% | -14.6% | +12.1% | -1.3% |
| 3M | +14.9% | -12.4% | +27.4% | +15.2% |
| 6M | +2.3% | -15.0% | +17.2% | +2.3% |
| YTD | +17.8% | +34.3% | -16.4% | +12.2% |
| 1Y | +24.2% | +87.4% | -63.2% | +13.8% |
| 3Y | +84.7% | +139.8% | -55.1% | +62.1% |
| 5Y | +103.2% | +220.7% | -117.5% | +71.5% |
| 10Y | +257.4% | +531.6% | -274.2% | +173.2% |
| All | +3,663.6% | +2,566.8% | +1,096.7% | +2,047.6% |
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