+91.0%
EEM vs CCEP
+86.4%
+4.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.1% | +4.9% | +2.3% |
| 7D | +2.3% | -3.1% | +5.4% | +2.8% |
| 30D | +4.5% | -2.6% | +7.1% | +4.9% |
| 3M | -0.1% | +14.9% | -15.0% | -3.2% |
| 6M | +16.9% | +2.3% | +14.7% | +15.9% |
| YTD | +26.2% | +17.8% | +8.4% | +21.9% |
| 1Y | +40.5% | +24.2% | +16.3% | +33.8% |
| All | +91.0% | +86.4% | +4.6% | +58.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling