+810.9%
CCEP vs IOVA
-91.6%
+902.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.0% | -4.1% | -3.1% |
| 7D | -3.1% | +9.7% | -12.8% | -3.2% |
| 30D | -2.6% | +102.5% | -105.1% | -3.8% |
| 3M | +14.9% | +100.7% | -85.8% | +13.4% |
| 6M | +2.3% | +106.3% | -104.1% | +0.6% |
| YTD | +17.8% | +222.0% | -204.1% | +15.0% |
| 1Y | +24.2% | +299.5% | -275.3% | +20.6% |
| 3Y | +84.7% | +42.9% | +41.8% | +79.6% |
| 5Y | +103.2% | -65.0% | +168.2% | +99.5% |
| 10Y | +257.4% | +10.3% | +247.1% | +244.2% |
| All | +810.9% | -91.6% | +902.5% | +736.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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