+157.4%
GE vs CCEP
+315.0%
-157.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.7% | +0.7% |
| 7D | +5.4% | +5.4% | 0.0% | +2.8% |
| 30D | +9.6% | +12.8% | -3.1% | +3.3% |
| 3M | -7.7% | +10.9% | -18.6% | -12.5% |
| 6M | +14.0% | +25.6% | -11.6% | +1.3% |
| YTD | +10.2% | +31.0% | -20.8% | -4.2% |
| 1Y | +8.9% | +32.3% | -23.4% | -5.9% |
| 3Y | +273.7% | +110.5% | +163.1% | +149.9% |
| 5Y | +410.2% | +141.8% | +268.4% | +211.9% |
| 10Y | +157.4% | +341.1% | -183.7% | +32.4% |
| All | +157.4% | +315.0% | -157.6% | +32.4% |
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