+706.7%
ETN vs CCEP
+236.1%
+470.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.0% |
| 7D | +3.5% | -2.8% | +6.4% | +4.7% |
| 30D | -7.5% | -4.0% | -3.5% | -6.2% |
| 3M | +8.3% | +5.2% | +3.1% | +5.2% |
| 6M | +20.2% | +2.7% | +17.5% | +17.5% |
| YTD | +34.7% | +14.5% | +20.1% | +25.5% |
| 1Y | +19.4% | +17.2% | +2.3% | +9.7% |
| 3Y | +85.5% | +79.3% | +6.2% | +37.5% |
| 5Y | +186.6% | +106.8% | +79.8% | +95.1% |
| All | +706.7% | +236.1% | +470.5% | +369.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling