+81.2%
EWZ vs CCEP
+251.0%
-169.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | +0.8% |
| 7D | +6.5% | -3.1% | +9.6% | +8.1% |
| 30D | +4.8% | -2.6% | +7.4% | +6.1% |
| 3M | +9.9% | +14.9% | -5.0% | +2.0% |
| 6M | +1.9% | +2.3% | -0.3% | +0.1% |
| YTD | +20.3% | +17.8% | +2.5% | +9.6% |
| 1Y | +35.6% | +24.2% | +11.4% | +19.8% |
| 3Y | +43.4% | +84.7% | -41.3% | +1.1% |
| 5Y | +55.9% | +103.2% | -47.2% | +1.8% |
| All | +81.2% | +251.0% | -169.8% | -13.5% |
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