+3,014.5%
EQT vs CCEP
+6,741.8%
-3,727.3%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.4% |
| 7D | -2.0% | -3.7% | +1.7% | -1.3% |
| 30D | +1.0% | -2.1% | +3.1% | +1.4% |
| 3M | +4.0% | +7.2% | -3.2% | +2.4% |
| 6M | -11.7% | +3.3% | -15.0% | -12.6% |
| YTD | +2.8% | +15.7% | -12.9% | -0.6% |
| 1Y | +10.0% | +16.6% | -6.6% | +6.0% |
| 3Y | +34.1% | +84.3% | -50.1% | +17.3% |
| 5Y | +195.3% | +109.0% | +86.3% | +149.6% |
| 10Y | +51.6% | +238.1% | -186.6% | +13.3% |
| All | +3,014.5% | +6,741.8% | -3,727.3% | +1,407.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling