+52.3%
EQIX vs CCEP
+140.5%
-88.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.6% |
| 7D | +1.3% | +1.8% | -0.4% | +0.7% |
| 30D | +3.4% | +12.2% | -8.7% | -0.8% |
| 3M | +3.9% | +10.7% | -6.7% | 0.0% |
| 6M | -0.7% | +27.5% | -28.2% | -9.9% |
| YTD | +41.5% | +31.3% | +10.2% | +26.5% |
| 1Y | +32.9% | +29.9% | +3.0% | +19.2% |
| 3Y | +48.3% | +111.1% | -62.8% | +7.3% |
| 5Y | +52.3% | +142.3% | -90.0% | +0.8% |
| All | +52.3% | +140.5% | -88.2% | +0.8% |
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