+526.6%
GEV vs CCEP
+73.4%
+453.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.2% |
| 7D | +6.2% | -0.3% | +6.5% | +6.2% |
| 30D | -18.4% | +11.0% | -29.4% | -18.0% |
| 3M | -21.2% | +9.2% | -30.4% | -20.8% |
| 6M | -23.6% | +27.2% | -50.7% | -24.5% |
| YTD | +25.5% | +30.3% | -4.8% | +24.9% |
| 1Y | +42.6% | +28.7% | +13.9% | +42.1% |
| All | +526.6% | +73.4% | +453.2% | +497.7% |
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