+518.8%
GEV vs CCEP
+74.8%
+444.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.1% | +1.4% |
| 7D | -3.0% | +1.8% | -4.7% | -2.8% |
| 30D | -18.9% | +12.2% | -31.0% | -18.4% |
| 3M | -20.1% | +10.7% | -30.7% | -19.5% |
| 6M | -24.6% | +27.5% | -52.1% | -25.4% |
| YTD | +24.0% | +31.3% | -7.4% | +23.5% |
| 1Y | +40.6% | +29.9% | +10.7% | +40.2% |
| All | +518.8% | +74.8% | +444.0% | +490.7% |
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 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