+176.4%
EOG vs CCEP
+105.2%
+71.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.6% | +3.7% | +1.3% |
| 7D | -1.3% | -3.7% | +2.4% | -1.0% |
| 30D | +3.4% | -2.1% | +5.5% | +3.5% |
| 3M | +7.8% | +7.2% | +0.7% | +6.8% |
| 6M | +13.4% | +3.3% | +10.1% | +12.8% |
| YTD | +43.5% | +15.7% | +27.8% | +40.1% |
| 1Y | +29.7% | +16.6% | +13.1% | +26.3% |
| 3Y | +23.2% | +84.3% | -61.1% | +11.0% |
| 5Y | +176.4% | +109.0% | +67.4% | +153.9% |
| All | +176.4% | +105.2% | +71.2% | +153.9% |
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