+233.4%
EQX vs CCEP
+180.9%
+52.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.9% | -4.2% | -4.8% |
| 7D | -7.0% | -5.7% | -1.3% | -5.7% |
| 30D | +4.8% | -3.4% | +8.2% | +5.7% |
| 3M | +25.6% | +5.5% | +20.1% | +23.8% |
| 6M | -25.8% | +2.2% | -28.1% | -26.4% |
| YTD | -12.7% | +14.6% | -27.4% | -15.8% |
| 1Y | +14.1% | +18.9% | -4.9% | +8.8% |
| 3Y | +165.7% | +82.6% | +83.1% | +127.2% |
| 5Y | +81.2% | +107.0% | -25.8% | +48.6% |
| All | +233.4% | +180.9% | +52.4% | +243.8% |
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 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