+7,553.0%
CCEP vs GEN
+8,588.0%
-1,035.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.7% | -0.7% |
| 7D | +2.6% | +2.3% | +0.3% | +2.3% |
| 30D | +15.1% | +33.1% | -17.9% | +11.7% |
| 3M | +7.3% | +6.5% | +0.8% | +6.2% |
| 6M | +23.4% | +53.8% | -30.4% | +17.4% |
| YTD | +29.4% | +11.2% | +18.2% | +26.9% |
| 1Y | +34.2% | +19.4% | +14.8% | +30.7% |
| 3Y | +108.4% | +81.0% | +27.3% | +93.2% |
| 5Y | +147.3% | +33.4% | +113.8% | +134.5% |
| 10Y | +301.3% | +164.3% | +137.0% | +247.0% |
| All | +7,553.0% | +8,588.0% | -1,035.0% | +3,439.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling