+8.2%
GD vs CCEP
+36.9%
-28.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.8% | -6.4% | -2.8% |
| 7D | +3.0% | +4.2% | -1.3% | +2.6% |
| 30D | +10.5% | +14.2% | -3.6% | +9.5% |
| 3M | -5.0% | +9.1% | -14.1% | -5.5% |
| 6M | +5.5% | +26.9% | -21.4% | +4.7% |
| YTD | +10.3% | +29.1% | -18.7% | +9.0% |
| 1Y | +8.2% | +36.8% | -28.6% | +4.5% |
| All | +8.2% | +36.9% | -28.8% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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