+238.1%
CCEP vs GRMN
+628.0%
-389.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.3% | -1.3% | -2.2% |
| 7D | -3.7% | -1.4% | -2.3% | -3.3% |
| 30D | -2.1% | -13.1% | +11.0% | +1.7% |
| 3M | +7.2% | +14.9% | -7.8% | +2.2% |
| 6M | +3.3% | +13.1% | -9.8% | -1.3% |
| YTD | +15.7% | +35.3% | -19.6% | +4.4% |
| 1Y | +16.6% | +16.0% | +0.6% | +9.7% |
| 3Y | +84.3% | +179.6% | -95.3% | +18.5% |
| 5Y | +109.0% | +75.0% | +34.0% | +59.7% |
| 10Y | +238.1% | +644.1% | -406.0% | +67.1% |
| All | +238.1% | +628.0% | -389.9% | +67.1% |
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