+21.8%
EOG vs CCEP
+89.4%
-67.7%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | +0.1% |
| 7D | -2.0% | -1.0% | -1.0% | -2.0% |
| 30D | +7.9% | -1.6% | +9.5% | +7.8% |
| 3M | +4.5% | +11.9% | -7.4% | +4.4% |
| 6M | +12.3% | +7.5% | +4.8% | +12.6% |
| YTD | +41.9% | +18.7% | +23.1% | +40.5% |
| 1Y | +27.8% | +21.4% | +6.4% | +26.3% |
| 3Y | +21.8% | +89.1% | -67.3% | +22.7% |
| All | +21.8% | +89.4% | -67.7% | +22.7% |
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