+229.5%
EWY vs CCEP
+342.6%
-113.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.4% | -3.2% | -2.2% |
| 7D | +4.2% | +2.1% | +2.1% | +3.5% |
| 30D | -10.7% | +10.6% | -21.3% | -14.0% |
| 3M | -20.1% | +10.3% | -30.4% | -23.3% |
| 6M | -24.3% | +31.1% | -55.4% | -32.5% |
| YTD | +46.9% | +32.1% | +14.7% | +30.7% |
| 1Y | +55.2% | +32.8% | +22.4% | +37.7% |
| 3Y | +157.0% | +111.3% | +45.6% | +86.8% |
| 5Y | +98.9% | +147.5% | -48.6% | +33.7% |
| All | +229.5% | +342.6% | -113.0% | +79.7% |
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