+188.5%
GD vs CCEP
+301.0%
-112.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.3% | -0.3% |
| 7D | -5.0% | +2.6% | -7.5% | -5.8% |
| 30D | +8.9% | +15.1% | -6.2% | +4.0% |
| 3M | -8.0% | +7.3% | -15.3% | -10.3% |
| 6M | +2.9% | +23.4% | -20.5% | -4.3% |
| YTD | +7.1% | +29.4% | -22.3% | -2.5% |
| 1Y | +5.9% | +34.2% | -28.3% | -4.8% |
| 3Y | +53.9% | +108.4% | -54.5% | +17.1% |
| 5Y | +95.4% | +147.3% | -51.8% | +36.3% |
| All | +188.5% | +301.0% | -112.5% | +73.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling