+48.4%
ENTG vs CCEP
+89.4%
-41.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +0.9% | +1.7% |
| 7D | +8.9% | -1.0% | +9.9% | +8.9% |
| 30D | -7.2% | -1.6% | -5.6% | -7.2% |
| 3M | +6.4% | +11.9% | -5.5% | +3.9% |
| 6M | +25.7% | +7.5% | +18.2% | +23.5% |
| YTD | +67.9% | +18.7% | +49.1% | +62.4% |
| 1Y | +72.4% | +21.4% | +51.0% | +65.4% |
| 3Y | +48.4% | +89.1% | -40.7% | +15.1% |
| All | +48.4% | +89.4% | -41.0% | +15.1% |
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