+52.4%
GEV vs CCEP
+36.9%
+15.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +3.8% | -13.1% | -8.1% |
| 7D | -5.1% | +4.2% | -9.4% | -3.9% |
| 30D | -15.8% | +14.2% | -30.0% | -13.7% |
| 3M | -18.2% | +9.1% | -27.3% | -16.3% |
| 6M | -22.4% | +26.9% | -49.2% | -22.3% |
| YTD | +27.7% | +29.1% | -1.3% | +37.4% |
| 1Y | +52.4% | +36.8% | +15.6% | +64.5% |
| All | +52.4% | +36.9% | +15.4% | +64.5% |
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