+55.0%
EWZ vs CCEP
+105.1%
-50.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | +0.4% |
| 7D | +6.5% | -3.1% | +9.6% | +7.6% |
| 30D | +4.8% | -2.6% | +7.4% | +5.7% |
| 3M | +9.9% | +14.9% | -5.0% | +4.2% |
| 6M | +1.9% | +2.3% | -0.3% | +0.7% |
| YTD | +20.3% | +17.8% | +2.5% | +12.7% |
| 1Y | +35.6% | +24.2% | +11.4% | +24.2% |
| 3Y | +43.4% | +84.7% | -41.3% | +11.2% |
| All | +55.0% | +105.1% | -50.1% | +13.0% |
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