+299.7%
CCEP vs INVH
+79.7%
+220.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.0% |
| 7D | -1.0% | -3.1% | +2.1% | +0.3% |
| 30D | -1.6% | -7.1% | +5.5% | +1.4% |
| 3M | +11.9% | -3.0% | +14.8% | +13.2% |
| 6M | +7.5% | +10.1% | -2.6% | +3.0% |
| YTD | +18.7% | +3.8% | +14.9% | +16.2% |
| 1Y | +21.4% | -2.1% | +23.5% | +21.7% |
| 3Y | +89.1% | -7.0% | +96.1% | +90.1% |
| 5Y | +108.7% | -20.6% | +129.3% | +122.2% |
| All | +299.7% | +79.7% | +220.0% | +218.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling