-35.6%
ELAN vs CCEP
+178.6%
-214.2%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.4% |
| 7D | -5.4% | -2.8% | -2.6% | -4.2% |
| 30D | +4.7% | -4.0% | +8.7% | +6.6% |
| 3M | -3.7% | +5.2% | -8.9% | -6.1% |
| 6M | -1.2% | +2.7% | -3.9% | -2.7% |
| YTD | +2.4% | +14.5% | -12.1% | -4.2% |
| 1Y | +23.4% | +17.2% | +6.2% | +13.9% |
| 3Y | +96.7% | +79.3% | +17.4% | +48.3% |
| 5Y | -30.6% | +106.8% | -137.3% | -51.8% |
| All | -35.6% | +178.6% | -214.2% | -62.4% |
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