+27.2%
GFS vs CCEP
+30.9%
-3.7%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.4% | -4.1% | -2.1% |
| 7D | +7.4% | +2.1% | +5.3% | +8.3% |
| 30D | -15.3% | +10.6% | -25.8% | -12.1% |
| 3M | -21.1% | +10.3% | -31.4% | -18.0% |
| 6M | -44.5% | +31.1% | -75.6% | -42.4% |
| YTD | +19.2% | +32.1% | -12.9% | +31.9% |
| 1Y | +27.2% | +32.8% | -5.6% | +41.2% |
| All | +27.2% | +30.9% | -3.7% | +41.2% |
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