+32.2%
EIX vs CCEP
+299.9%
-267.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.1% | +0.9% |
| 7D | +0.7% | +1.7% | -0.9% | +0.1% |
| 30D | +8.8% | +12.7% | -3.9% | +4.1% |
| 3M | -10.9% | +8.5% | -19.4% | -13.6% |
| 6M | -10.3% | +25.6% | -35.9% | -17.6% |
| YTD | +5.8% | +30.9% | -25.1% | -4.5% |
| 1Y | +11.4% | +32.0% | -20.6% | +0.1% |
| 3Y | +11.1% | +110.9% | -99.9% | -16.5% |
| 5Y | +18.5% | +138.5% | -120.0% | -16.2% |
| 10Y | +32.2% | +302.3% | -270.1% | -22.0% |
| All | +32.2% | +299.9% | -267.7% | -22.0% |
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 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