+1,058.2%
EIX vs CCEP
+6,869.6%
-5,811.4%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +1.5% |
| 7D | -19.1% | -3.1% | -16.0% | -18.5% |
| 30D | -16.9% | -2.6% | -14.3% | -16.4% |
| 3M | -20.0% | +14.9% | -34.9% | -22.5% |
| 6M | -21.3% | +2.3% | -23.6% | -21.9% |
| YTD | -1.7% | +17.8% | -19.6% | -5.5% |
| 1Y | +9.6% | +24.2% | -14.6% | +4.0% |
| 3Y | -3.7% | +84.7% | -88.4% | -16.6% |
| 5Y | +22.6% | +103.2% | -80.6% | +2.9% |
| 10Y | +17.7% | +257.4% | -239.7% | -13.8% |
| All | +1,058.2% | +6,869.6% | -5,811.4% | +379.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling