+284.1%
GE vs CCEP
+86.4%
+197.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.2% | +1.9% |
| 7D | -1.6% | -3.1% | +1.5% | -0.8% |
| 30D | -11.6% | -2.6% | -9.0% | -11.0% |
| 3M | +3.0% | +14.9% | -11.9% | -1.3% |
| 6M | -0.5% | +2.3% | -2.8% | -2.0% |
| YTD | +9.7% | +17.8% | -8.1% | +5.0% |
| 1Y | +20.0% | +24.2% | -4.2% | +12.8% |
| All | +284.1% | +86.4% | +197.7% | +206.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling