+107.2%
CCEP vs EAT
+350.4%
-243.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.2% |
| 7D | -3.1% | 0.0% | -3.1% | -3.1% |
| 30D | -2.6% | +1.9% | -4.5% | -2.9% |
| 3M | +14.9% | +68.7% | -53.7% | +7.9% |
| 6M | +2.3% | +66.9% | -64.6% | -4.3% |
| YTD | +17.8% | +60.4% | -42.6% | +10.5% |
| 1Y | +24.2% | +44.0% | -19.8% | +17.7% |
| 3Y | +84.7% | +604.7% | -520.0% | +28.0% |
| All | +107.2% | +350.4% | -243.2% | +44.5% |
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