+36.8%
CCEP vs IVZ
+30.5%
+6.2%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.2% | -0.3% | +3.7% |
| 7D | +4.2% | +2.6% | +1.6% | +4.2% |
| 30D | +14.2% | -3.5% | +17.6% | +14.2% |
| 3M | +9.1% | -7.4% | +16.5% | +9.3% |
| 6M | +26.9% | +14.7% | +12.2% | +25.4% |
| YTD | +29.1% | +14.6% | +14.5% | +25.5% |
| 1Y | +36.8% | +30.7% | +6.1% | +30.6% |
| All | +36.8% | +30.5% | +6.2% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling