+336.9%
CCEP vs ED
+143.7%
+193.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.9% |
| 7D | -0.3% | -1.7% | +1.4% | +0.4% |
| 30D | +11.0% | +10.7% | +0.3% | +6.7% |
| 3M | +9.2% | +11.6% | -2.4% | +4.6% |
| 6M | +27.2% | +13.5% | +13.7% | +21.0% |
| YTD | +30.3% | +23.1% | +7.2% | +19.9% |
| 1Y | +28.7% | +23.1% | +5.6% | +18.3% |
| 3Y | +109.4% | +47.9% | +61.5% | +77.5% |
| 5Y | +144.1% | +83.9% | +60.2% | +87.4% |
| All | +336.9% | +143.7% | +193.2% | +202.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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