+108.7%
CCEP vs GRMN
+76.7%
+32.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.8% |
| 7D | -1.0% | +0.2% | -1.2% | -1.0% |
| 30D | -1.6% | -11.3% | +9.7% | +0.5% |
| 3M | +11.9% | +17.7% | -5.9% | +8.0% |
| 6M | +7.5% | +14.2% | -6.7% | +4.1% |
| YTD | +18.7% | +37.0% | -18.3% | +10.8% |
| 1Y | +21.4% | +17.0% | +4.4% | +16.7% |
| 3Y | +89.1% | +183.2% | -94.1% | +33.0% |
| 5Y | +108.7% | +77.3% | +31.4% | +49.5% |
| All | +108.7% | +76.7% | +32.0% | +49.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling