+107.2%
CCEP vs GEN
+24.6%
+82.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -0.9% | -2.8% |
| 7D | -3.1% | -1.2% | -1.9% | -2.9% |
| 30D | -2.6% | +10.1% | -12.7% | -3.9% |
| 3M | +14.9% | +16.1% | -1.2% | +12.4% |
| 6M | +2.3% | +38.9% | -36.6% | -2.6% |
| YTD | +17.8% | +14.4% | +3.4% | +15.4% |
| 1Y | +24.2% | +5.9% | +18.3% | +23.0% |
| 3Y | +84.7% | +58.8% | +25.9% | +69.7% |
| All | +107.2% | +24.6% | +82.6% | +93.8% |
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