+336.9%
CCEP vs EPAM
+158.4%
+178.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.9% |
| 7D | -0.3% | -1.1% | +0.8% | -0.2% |
| 30D | +11.0% | +41.8% | -30.9% | +4.8% |
| 3M | +9.2% | +63.4% | -54.2% | +0.7% |
| 6M | +27.2% | +72.2% | -45.0% | +15.3% |
| YTD | +30.3% | -20.0% | +50.3% | +31.9% |
| 1Y | +28.7% | -9.0% | +37.7% | +27.4% |
| 3Y | +109.4% | -30.4% | +139.8% | +109.6% |
| 5Y | +144.1% | -75.6% | +219.7% | +179.8% |
| All | +336.9% | +158.4% | +178.5% | +202.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EPAM.
Daily Out/Under-Performance
Portfolio return minus EPAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EPAM 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 EPAM 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