+343.1%
CCEP vs GRMN
+628.7%
-285.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.5% | +1.7% |
| 7D | +2.1% | -0.9% | +3.0% | +2.3% |
| 30D | +10.6% | +1.2% | +9.4% | +10.1% |
| 3M | +10.3% | -8.9% | +19.2% | +12.9% |
| 6M | +31.1% | +23.0% | +8.1% | +22.2% |
| YTD | +32.1% | +41.2% | -9.1% | +17.4% |
| 1Y | +32.8% | +47.5% | -14.7% | +16.4% |
| 3Y | +111.3% | +155.8% | -44.4% | +41.2% |
| 5Y | +147.5% | +120.2% | +27.3% | +72.7% |
| All | +343.1% | +628.7% | -285.7% | +117.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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