-2.1%
ELV vs CCEP
+112.6%
-114.7%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -1.1% | +1.8% | -2.8% | -1.5% |
| 30D | +1.8% | +12.2% | -10.4% | -1.2% |
| 3M | +10.5% | +10.7% | -0.2% | +7.6% |
| 6M | +13.5% | +27.5% | -14.0% | +7.1% |
| YTD | +24.3% | +31.3% | -7.0% | +16.4% |
| 1Y | +38.9% | +29.9% | +9.0% | +30.4% |
| All | -2.1% | +112.6% | -114.7% | -18.2% |
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