+124.3%
GLDM vs CCEP
+157.0%
-32.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.4% | +0.8% |
| 7D | +1.9% | +5.7% | -3.8% | +1.5% |
| 30D | -1.7% | +15.3% | -17.0% | -2.5% |
| 3M | -3.5% | +8.0% | -11.6% | -4.0% |
| 6M | -10.1% | +26.7% | -36.8% | -11.4% |
| YTD | -5.0% | +30.7% | -35.7% | -6.5% |
| 1Y | +2.8% | +36.5% | -33.8% | +0.9% |
| 3Y | +105.1% | +111.1% | -6.0% | +98.5% |
| 5Y | +124.3% | +149.7% | -25.4% | +116.3% |
| All | +124.3% | +157.0% | -32.8% | +116.3% |
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