+28.7%
CCEP vs EL
+22.5%
+6.2%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.6% |
| 7D | -0.3% | +2.7% | -3.0% | -0.6% |
| 30D | +11.0% | +10.8% | +0.2% | +9.5% |
| 3M | +9.2% | +26.5% | -17.3% | +6.2% |
| 6M | +27.2% | +31.1% | -3.9% | +22.9% |
| YTD | +30.3% | +6.6% | +23.7% | +26.1% |
| 1Y | +28.7% | +21.8% | +6.9% | +22.9% |
| All | +28.7% | +22.5% | +6.2% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 1y: compounded portfolio wealth divided by compounded EL 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…
1y analysis · Full analysis span regression · 6 months rolling