+47.3%
GH vs CCEP
+149.0%
-101.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.2% | +4.1% | +4.7% |
| 7D | -7.0% | +1.7% | -8.6% | -8.0% |
| 30D | -5.2% | +12.7% | -17.9% | -11.7% |
| 3M | -5.8% | +8.5% | -14.2% | -10.8% |
| 6M | +65.9% | +25.6% | +40.4% | +43.7% |
| YTD | +55.5% | +30.9% | +24.5% | +29.2% |
| 1Y | +64.2% | +32.0% | +32.2% | +35.5% |
| 3Y | +606.0% | +110.9% | +495.1% | +295.4% |
| 5Y | +47.3% | +138.5% | -91.2% | -33.3% |
| All | +47.3% | +149.0% | -101.7% | -33.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling