+606.0%
GH vs CCEP
+108.8%
+497.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.2% | +4.1% | +5.0% |
| 7D | -7.0% | +1.7% | -8.6% | -7.3% |
| 30D | -5.2% | +12.7% | -17.9% | -8.1% |
| 3M | -5.8% | +8.5% | -14.2% | -7.8% |
| 6M | +65.9% | +25.6% | +40.4% | +55.1% |
| YTD | +55.5% | +30.9% | +24.5% | +42.3% |
| 1Y | +64.2% | +32.0% | +32.2% | +49.7% |
| 3Y | +606.0% | +110.9% | +495.1% | +379.8% |
| All | +606.0% | +108.8% | +497.2% | +379.8% |
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