+107.0%
CCEP vs INVH
-21.2%
+128.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.2% |
| 7D | -5.7% | -3.1% | -2.6% | -4.8% |
| 30D | -3.4% | -7.5% | +4.1% | -0.9% |
| 3M | +5.5% | -6.3% | +11.8% | +7.7% |
| 6M | +2.2% | +9.4% | -7.2% | -0.8% |
| YTD | +14.6% | +1.4% | +13.2% | +13.7% |
| 1Y | +18.9% | -4.1% | +23.0% | +20.1% |
| 3Y | +82.6% | -9.2% | +91.8% | +85.3% |
| 5Y | +107.0% | -19.6% | +126.6% | +117.8% |
| All | +107.0% | -21.2% | +128.2% | +117.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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