+341.1%
CCEP vs GRMN
+655.8%
-314.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.1% | +0.3% |
| 7D | +5.4% | +6.3% | -1.0% | +3.6% |
| 30D | +12.8% | +7.6% | +5.2% | +10.4% |
| 3M | +10.9% | -7.5% | +18.3% | +13.0% |
| 6M | +25.6% | +21.2% | +4.4% | +17.7% |
| YTD | +31.0% | +44.0% | -13.0% | +15.9% |
| 1Y | +32.3% | +44.7% | -12.5% | +16.7% |
| 3Y | +110.5% | +160.5% | -50.0% | +40.3% |
| 5Y | +141.8% | +124.6% | +17.2% | +68.1% |
| 10Y | +341.1% | +651.6% | -310.5% | +117.4% |
| All | +341.1% | +655.8% | -314.6% | +117.4% |
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