+23.8%
GH vs CCEP
+108.6%
-84.7%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.7% |
| 7D | -2.1% | -1.0% | -1.1% | -1.6% |
| 30D | -4.5% | -1.6% | -2.8% | -3.9% |
| 3M | +28.9% | +11.9% | +17.0% | +20.6% |
| 6M | +76.5% | +7.5% | +69.1% | +68.1% |
| YTD | +57.6% | +18.7% | +38.9% | +40.4% |
| 1Y | +167.5% | +21.4% | +146.1% | +133.3% |
| 3Y | +377.4% | +89.1% | +288.3% | +197.8% |
| 5Y | +23.8% | +108.7% | -84.9% | -38.7% |
| All | +23.8% | +108.6% | -84.7% | -38.7% |
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 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