+199.8%
EWT vs CCEP
+84.3%
+115.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.8% | +0.5% |
| 7D | +2.1% | -3.7% | +5.8% | +2.5% |
| 30D | +9.4% | -2.1% | +11.5% | +9.5% |
| 3M | +10.9% | +7.2% | +3.7% | +9.1% |
| 6M | +57.9% | +3.3% | +54.7% | +56.1% |
| YTD | +75.9% | +15.7% | +60.2% | +71.2% |
| 1Y | +89.7% | +16.6% | +73.1% | +84.3% |
| All | +199.8% | +84.3% | +115.6% | +158.1% |
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