+2,765.1%
GE vs CCEP
+7,553.0%
-4,788.0%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.0% | +3.7% | +3.0% |
| 7D | +7.1% | +2.6% | +4.5% | +6.2% |
| 30D | +6.5% | +15.1% | -8.7% | +1.9% |
| 3M | -13.6% | +7.3% | -20.8% | -15.6% |
| 6M | +6.0% | +23.4% | -17.4% | -1.0% |
| YTD | +5.4% | +29.4% | -24.0% | -3.0% |
| 1Y | +6.5% | +34.2% | -27.8% | -3.1% |
| 3Y | +268.6% | +108.4% | +160.2% | +191.5% |
| 5Y | +389.0% | +147.3% | +241.8% | +265.9% |
| 10Y | +163.3% | +301.3% | -138.0% | +69.9% |
| All | +2,765.1% | +7,553.0% | -4,788.0% | +753.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling