+148.2%
CCEP vs EAT
+361.6%
-213.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.9% | -0.7% |
| 7D | +2.6% | -2.6% | +5.2% | +2.9% |
| 30D | +15.1% | +11.5% | +3.7% | +13.5% |
| 3M | +7.3% | -9.1% | +16.4% | +8.1% |
| 6M | +23.4% | +40.4% | -17.0% | +17.9% |
| YTD | +29.4% | +43.9% | -14.5% | +22.6% |
| 1Y | +34.2% | +101.9% | -67.7% | +21.3% |
| 3Y | +108.4% | +489.9% | -381.5% | +46.8% |
| All | +148.2% | +361.6% | -213.5% | +88.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling