+9.2%
EQX vs CCEP
+36.9%
-27.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +3.8% | +9.0% | +11.6% |
| 7D | +7.6% | +4.2% | +3.4% | +6.4% |
| 30D | +0.4% | +14.2% | -13.7% | -3.2% |
| 3M | +18.0% | +9.1% | +8.8% | +15.0% |
| 6M | -18.4% | +26.9% | -45.2% | -24.6% |
| YTD | -19.3% | +29.1% | -48.4% | -20.8% |
| 1Y | +9.2% | +36.8% | -27.5% | +6.6% |
| All | +9.2% | +36.9% | -27.7% | +6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling