+837.6%
GLW vs CCEP
+244.1%
+593.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +0.7% | +6.8% | +7.3% |
| 7D | +14.0% | -1.0% | +15.0% | +14.4% |
| 30D | +0.4% | -1.6% | +2.0% | +0.8% |
| 3M | -11.3% | +11.9% | -23.2% | -16.6% |
| 6M | +35.1% | +7.5% | +27.6% | +29.1% |
| YTD | +90.5% | +18.7% | +71.8% | +74.6% |
| 1Y | +132.0% | +21.4% | +110.6% | +109.4% |
| 3Y | +463.3% | +89.1% | +374.2% | +308.0% |
| 5Y | +382.5% | +108.7% | +273.8% | +227.7% |
| 10Y | +837.6% | +241.0% | +596.7% | +424.2% |
| All | +837.6% | +244.1% | +593.6% | +424.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling