+37.4%
GILD vs CCEP
+24.3%
+13.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.3% |
| 7D | +3.7% | -3.1% | +6.7% | +4.1% |
| 30D | +14.6% | -2.6% | +17.2% | +15.0% |
| 3M | +17.7% | +14.9% | +2.7% | +14.4% |
| 6M | +3.1% | +2.3% | +0.9% | +2.2% |
| YTD | +24.5% | +17.8% | +6.7% | +23.7% |
| 1Y | +37.4% | +24.2% | +13.2% | +34.5% |
| All | +37.4% | +24.3% | +13.1% | +34.5% |
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