+7,667.7%
CCEP vs EVRG
+2,249.8%
+5,417.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +1.8% | +2.5% | -0.7% | +0.9% |
| 30D | +12.2% | +8.4% | +3.8% | +9.3% |
| 3M | +10.7% | +8.6% | +2.1% | +7.7% |
| 6M | +27.5% | +7.7% | +19.8% | +24.3% |
| YTD | +31.3% | +25.0% | +6.4% | +21.8% |
| 1Y | +29.9% | +18.7% | +11.2% | +22.4% |
| 3Y | +111.1% | +102.1% | +9.0% | +66.2% |
| 5Y | +142.3% | +66.8% | +75.5% | +101.5% |
| 10Y | +335.5% | +123.5% | +212.0% | +224.9% |
| All | +7,667.7% | +2,249.8% | +5,417.9% | +2,721.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 all: compounded portfolio wealth divided by compounded EVRG 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…
all analysis · Full analysis span regression · 6 months rolling