+102.5%
GD vs CCEP
+139.0%
-36.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | -1.9% | +5.4% | -7.3% | -2.8% |
| 30D | +10.9% | +12.8% | -1.8% | +8.6% |
| 3M | -6.8% | +10.9% | -17.6% | -8.5% |
| 6M | +7.0% | +25.6% | -18.6% | +2.7% |
| YTD | +11.1% | +31.0% | -19.9% | +5.4% |
| 1Y | +7.0% | +32.3% | -25.2% | +1.3% |
| 3Y | +59.9% | +110.5% | -50.6% | +36.9% |
| 5Y | +102.5% | +141.8% | -39.3% | +67.8% |
| All | +102.5% | +139.0% | -36.5% | +67.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling