+57.8%
EWZ vs CCEP
+148.1%
-90.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.0% |
| 7D | -1.5% | +2.6% | -4.0% | -2.3% |
| 30D | -24.5% | +15.1% | -39.7% | -28.2% |
| 3M | -10.7% | +7.3% | -18.0% | -13.1% |
| 6M | -19.1% | +23.4% | -42.5% | -25.3% |
| YTD | +1.6% | +29.4% | -27.8% | -8.0% |
| 1Y | +4.3% | +34.2% | -29.9% | -6.8% |
| 3Y | +19.0% | +108.4% | -89.4% | -11.5% |
| All | +57.8% | +148.1% | -90.3% | +6.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling