+15.6%
EMR vs CCEP
+18.5%
-2.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -1.0% |
| 7D | +0.9% | -3.7% | +4.6% | +1.1% |
| 30D | -5.0% | -2.1% | -2.9% | -4.8% |
| 3M | +5.9% | +7.2% | -1.3% | +4.9% |
| 6M | +7.3% | +3.3% | +4.1% | +5.2% |
| YTD | +14.6% | +15.7% | -1.1% | +15.5% |
| 1Y | +15.6% | +16.6% | -0.9% | +17.4% |
| All | +15.6% | +18.5% | -2.9% | +17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling