-17.0%
GEHC vs CCEP
+18.5%
-35.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.6% | +0.2% | -1.2% |
| 7D | -7.6% | -3.7% | -4.0% | -6.1% |
| 30D | -10.7% | -2.1% | -8.6% | -9.9% |
| 3M | -1.2% | +7.2% | -8.4% | -5.1% |
| 6M | -13.7% | +3.3% | -17.0% | -16.6% |
| YTD | -20.4% | +15.7% | -36.1% | -23.4% |
| 1Y | -17.0% | +16.6% | -33.6% | -19.8% |
| All | -17.0% | +18.5% | -35.5% | -19.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling