+767.4%
GOOG vs CCEP
+236.5%
+530.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.9% |
| 7D | -2.5% | -5.7% | +3.2% | -0.6% |
| 30D | -3.6% | -3.4% | -0.2% | -2.5% |
| 3M | -6.4% | +5.5% | -11.9% | -8.3% |
| 6M | +7.8% | +2.2% | +5.6% | +6.5% |
| YTD | +5.5% | +14.6% | -9.1% | +0.2% |
| 1Y | +38.3% | +18.9% | +19.4% | +29.3% |
| 3Y | +143.1% | +82.6% | +60.5% | +91.1% |
| 5Y | +135.0% | +107.0% | +28.0% | +73.5% |
| All | +767.4% | +236.5% | +530.9% | +441.4% |
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