+238.1%
CCEP vs EAT
+370.1%
-131.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.2% | +0.7% | -2.1% |
| 7D | -3.7% | -6.8% | +3.1% | -2.7% |
| 30D | -2.1% | -5.4% | +3.3% | -1.4% |
| 3M | +7.2% | +42.8% | -35.6% | +1.1% |
| 6M | +3.3% | +56.5% | -53.2% | -4.6% |
| YTD | +15.7% | +50.0% | -34.3% | +7.2% |
| 1Y | +16.6% | +38.3% | -21.7% | +8.9% |
| 3Y | +84.3% | +591.6% | -507.4% | +24.8% |
| 5Y | +109.0% | +312.6% | -203.6% | +49.1% |
| 10Y | +238.1% | +381.4% | -143.3% | +103.4% |
| All | +238.1% | +370.1% | -131.9% | +103.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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