+195.6%
EQT vs CCEP
+107.4%
+88.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.8% |
| 7D | -1.2% | -5.7% | +4.6% | -0.1% |
| 30D | +1.1% | -3.4% | +4.5% | +1.7% |
| 3M | +4.8% | +5.5% | -0.7% | +3.4% |
| 6M | -10.6% | +2.2% | -12.8% | -11.3% |
| YTD | +3.4% | +14.6% | -11.2% | -0.1% |
| 1Y | +8.7% | +18.9% | -10.2% | +3.9% |
| 3Y | +35.0% | +82.6% | -47.6% | +14.0% |
| All | +195.6% | +107.4% | +88.2% | +152.7% |
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