+157.9%
EQX vs CCEP
+82.6%
+75.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.9% | -4.2% | -4.8% |
| 7D | -7.0% | -5.7% | -1.3% | -5.5% |
| 30D | +4.8% | -3.4% | +8.2% | +5.8% |
| 3M | +25.6% | +5.5% | +20.1% | +23.5% |
| 6M | -25.8% | +2.2% | -28.1% | -26.3% |
| YTD | -12.7% | +14.6% | -27.4% | -15.8% |
| 1Y | +14.1% | +18.9% | -4.9% | +8.4% |
| All | +157.9% | +82.6% | +75.3% | +108.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling