+513.6%
EWT vs CCEP
+236.1%
+277.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.9% |
| 7D | -1.1% | -2.8% | +1.7% | -0.4% |
| 30D | +4.5% | -4.0% | +8.5% | +5.5% |
| 3M | +8.3% | +5.2% | +3.1% | +6.2% |
| 6M | +54.2% | +2.7% | +51.5% | +52.1% |
| YTD | +74.6% | +14.5% | +60.1% | +66.8% |
| 1Y | +84.9% | +17.2% | +67.7% | +75.2% |
| 3Y | +197.5% | +79.3% | +118.2% | +146.0% |
| 5Y | +150.6% | +106.8% | +43.8% | +95.5% |
| All | +513.6% | +236.1% | +277.5% | +315.9% |
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