+108.7%
CCEP vs CG
+9.5%
+99.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +1.1% |
| 7D | -1.0% | -1.3% | +0.3% | -0.8% |
| 30D | -1.6% | -3.2% | +1.6% | -1.2% |
| 3M | +11.9% | +6.2% | +5.6% | +10.4% |
| 6M | +7.5% | -4.7% | +12.1% | +7.7% |
| YTD | +18.7% | -20.6% | +39.4% | +22.2% |
| 1Y | +21.4% | -26.4% | +47.8% | +26.2% |
| 3Y | +89.1% | +55.4% | +33.7% | +56.8% |
| 5Y | +108.7% | +9.8% | +98.9% | +84.5% |
| All | +108.7% | +9.5% | +99.2% | +84.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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