+32,991.5%
GILD vs CCEP
+7,391.2%
+25,600.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.6% | -0.7% |
| 7D | -4.8% | -2.8% | -2.0% | -4.2% |
| 30D | +5.8% | -4.0% | +9.8% | +6.7% |
| 3M | +14.9% | +5.2% | +9.7% | +13.4% |
| 6M | -0.4% | +2.7% | -3.1% | -1.3% |
| YTD | +18.5% | +14.5% | +4.0% | +14.4% |
| 1Y | +25.1% | +17.2% | +8.0% | +19.9% |
| 3Y | +105.9% | +79.3% | +26.6% | +78.1% |
| 5Y | +143.0% | +106.8% | +36.2% | +101.2% |
| 10Y | +162.4% | +234.7% | -72.3% | +86.8% |
| All | +32,991.5% | +7,391.2% | +25,600.3% | +10,299.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling