+105.6%
EOG vs CCEP
+140.5%
-34.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.5% |
| 7D | +4.6% | +1.8% | +2.8% | +4.5% |
| 30D | +2.9% | +12.2% | -9.3% | +2.0% |
| 3M | +8.0% | +10.7% | -2.7% | +7.2% |
| 6M | +17.0% | +27.5% | -10.5% | +14.4% |
| YTD | +51.1% | +31.3% | +19.7% | +46.5% |
| 1Y | +45.1% | +29.9% | +15.2% | +40.9% |
| 3Y | +39.4% | +111.1% | -71.6% | +25.5% |
| 5Y | +105.6% | +142.3% | -36.8% | +81.7% |
| All | +105.6% | +140.5% | -34.9% | +81.7% |
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 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