+148.3%
CCEP vs GEN
+33.3%
+115.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.4% | -1.0% | +1.1% |
| 7D | +2.1% | +2.0% | +0.1% | +1.8% |
| 30D | +10.6% | +27.7% | -17.1% | +7.0% |
| 3M | +10.3% | +3.3% | +7.1% | +9.6% |
| 6M | +31.1% | +31.8% | -0.7% | +25.5% |
| YTD | +32.1% | +13.5% | +18.6% | +29.2% |
| 1Y | +32.8% | +16.0% | +16.8% | +29.3% |
| 3Y | +111.3% | +70.6% | +40.8% | +90.8% |
| All | +148.3% | +33.3% | +115.0% | +127.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling