+132.3%
EEM vs CCEP
+237.8%
-105.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | +0.3% |
| 7D | +2.0% | -3.7% | +5.7% | +3.1% |
| 30D | +5.1% | -2.1% | +7.2% | +5.6% |
| 3M | +4.6% | +7.2% | -2.6% | +1.9% |
| 6M | +17.8% | +3.3% | +14.5% | +15.9% |
| YTD | +25.8% | +15.7% | +10.1% | +19.3% |
| 1Y | +36.4% | +16.6% | +19.8% | +28.6% |
| 3Y | +90.0% | +84.3% | +5.7% | +52.4% |
| 5Y | +46.6% | +109.0% | -62.5% | +10.8% |
| 10Y | +132.3% | +238.1% | -105.9% | +49.5% |
| All | +132.3% | +237.8% | -105.6% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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