+627.7%
GEV vs CCEP
+54.0%
+573.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.5% | -2.0% |
| 7D | +3.2% | -3.7% | +6.8% | +3.3% |
| 30D | -4.0% | -2.1% | -1.9% | -4.0% |
| 3M | +3.4% | +7.2% | -3.8% | +2.4% |
| 6M | +14.7% | +3.3% | +11.4% | +13.8% |
| YTD | +45.8% | +15.7% | +30.1% | +44.3% |
| 1Y | +57.4% | +16.6% | +40.8% | +55.6% |
| All | +627.7% | +54.0% | +573.7% | +590.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling