+23.7%
EW vs CCEP
+32.6%
-8.9%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.7% | -0.7% |
| 7D | +9.3% | +5.4% | +3.9% | +8.0% |
| 30D | +22.1% | +12.8% | +9.3% | +18.6% |
| 3M | +13.0% | +10.9% | +2.2% | +10.1% |
| 6M | +30.1% | +25.6% | +4.5% | +22.6% |
| YTD | +22.0% | +31.0% | -9.0% | +18.3% |
| 1Y | +23.7% | +32.3% | -8.6% | +19.9% |
| All | +23.7% | +32.6% | -8.9% | +19.9% |
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 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