+14.5%
ELV vs CCEP
+105.2%
-90.8%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.6% | +1.3% | -0.5% |
| 7D | -2.2% | -3.7% | +1.5% | -1.2% |
| 30D | -0.2% | -2.1% | +1.9% | +0.4% |
| 3M | -6.1% | +7.2% | -13.3% | -7.8% |
| 6M | +42.8% | +3.3% | +39.6% | +41.3% |
| YTD | +14.4% | +15.7% | -1.3% | +9.5% |
| 1Y | +28.6% | +16.6% | +12.1% | +22.7% |
| 3Y | -7.4% | +84.3% | -91.7% | -23.6% |
| 5Y | +14.5% | +109.0% | -94.6% | -8.5% |
| All | +14.5% | +105.2% | -90.8% | -8.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling