+702.3%
GOOG vs CCEP
+342.6%
+359.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.4% | -1.4% |
| 7D | +3.0% | +2.1% | +0.9% | +2.3% |
| 30D | -14.9% | +10.6% | -25.5% | -17.7% |
| 3M | -14.9% | +10.3% | -25.2% | -17.7% |
| 6M | -26.6% | +31.1% | -57.7% | -33.2% |
| YTD | -6.6% | +32.1% | -38.7% | -15.4% |
| 1Y | +5.1% | +32.8% | -27.8% | -5.1% |
| 3Y | +121.0% | +111.3% | +9.6% | +65.5% |
| 5Y | +97.3% | +147.5% | -50.2% | +37.2% |
| All | +702.3% | +342.6% | +359.8% | +378.5% |
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 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