+42.6%
GEV vs CCEP
+28.8%
+13.8%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.0% |
| 7D | +6.2% | -0.3% | +6.5% | +6.1% |
| 30D | -18.4% | +11.0% | -29.4% | -16.1% |
| 3M | -21.2% | +9.2% | -30.4% | -19.0% |
| 6M | -23.6% | +27.2% | -50.7% | -22.6% |
| YTD | +25.5% | +30.3% | -4.8% | +38.8% |
| 1Y | +42.6% | +28.7% | +13.9% | +58.4% |
| All | +42.6% | +28.8% | +13.8% | +58.4% |
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