+341.1%
CCEP vs GEN
+151.0%
+190.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | 0.0% |
| 7D | +5.4% | +1.0% | +4.4% | +5.2% |
| 30D | +12.8% | +29.1% | -16.3% | +9.0% |
| 3M | +10.9% | +2.9% | +8.0% | +10.1% |
| 6M | +25.6% | +33.6% | -8.0% | +20.2% |
| YTD | +31.0% | +12.0% | +18.9% | +27.9% |
| 1Y | +32.3% | +16.2% | +16.1% | +28.5% |
| 3Y | +110.5% | +65.1% | +45.5% | +93.1% |
| 5Y | +141.8% | +33.3% | +108.5% | +125.8% |
| 10Y | +341.1% | +149.7% | +191.5% | +260.9% |
| All | +341.1% | +151.0% | +190.2% | +260.9% |
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