+107.0%
CCEP vs EOSE
-70.2%
+177.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.9% | +3.0% | -0.9% |
| 7D | -5.7% | +14.0% | -19.7% | -5.9% |
| 30D | -3.4% | -5.9% | +2.5% | -3.4% |
| 3M | +5.5% | -34.3% | +39.8% | +6.0% |
| 6M | +2.2% | -37.8% | +40.0% | +2.4% |
| YTD | +14.6% | -65.2% | +79.8% | +15.5% |
| 1Y | +18.9% | -41.9% | +60.8% | +18.0% |
| 3Y | +82.6% | +44.6% | +38.0% | +72.6% |
| 5Y | +107.0% | -69.2% | +176.2% | +105.0% |
| All | +107.0% | -70.2% | +177.2% | +105.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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