+56.3%
ENTG vs CCEP
+108.8%
-52.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.2% | +8.3% | +9.6% |
| 7D | -7.6% | +1.7% | -9.2% | -7.3% |
| 30D | -15.5% | +12.7% | -28.2% | -14.6% |
| 3M | -7.8% | +8.5% | -16.3% | -6.8% |
| 6M | -5.9% | +25.6% | -31.5% | -7.1% |
| YTD | +66.7% | +30.9% | +35.8% | +64.2% |
| 1Y | +62.1% | +32.0% | +30.1% | +59.3% |
| 3Y | +56.3% | +110.9% | -54.7% | +31.5% |
| All | +56.3% | +108.8% | -52.5% | +31.5% |
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 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