+241.0%
CCEP vs GEN
+150.2%
+90.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.7% | +3.5% | +1.1% |
| 7D | -1.0% | -0.7% | -0.3% | -0.9% |
| 30D | -1.6% | +2.6% | -4.3% | -2.0% |
| 3M | +11.9% | +15.8% | -3.9% | +9.6% |
| 6M | +7.5% | +33.1% | -25.7% | +2.9% |
| YTD | +18.7% | +11.3% | +7.4% | +16.4% |
| 1Y | +21.4% | +1.7% | +19.7% | +20.5% |
| 3Y | +89.1% | +58.1% | +31.0% | +74.7% |
| 5Y | +108.7% | +20.6% | +88.1% | +97.8% |
| 10Y | +241.0% | +149.0% | +92.0% | +180.5% |
| All | +241.0% | +150.2% | +90.8% | +180.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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