+43.9%
GEV vs CCEP
+16.3%
+27.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -1.9% | -2.9% |
| 7D | -1.9% | -5.7% | +3.8% | -2.5% |
| 30D | -8.7% | -3.4% | -5.3% | -8.9% |
| 3M | +6.6% | +5.5% | +1.1% | +6.1% |
| 6M | +10.2% | +2.2% | +8.0% | +8.9% |
| YTD | +41.6% | +14.6% | +27.0% | +47.0% |
| 1Y | +43.9% | +18.9% | +25.0% | +49.6% |
| All | +43.9% | +16.3% | +27.6% | +49.6% |
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