+128.8%
GOOG vs CCEP
+105.2%
+23.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.5% | -1.4% |
| 7D | -1.6% | -3.7% | +2.1% | -0.5% |
| 30D | -7.7% | -2.1% | -5.6% | -7.1% |
| 3M | -9.3% | +7.2% | -16.5% | -11.3% |
| 6M | +7.4% | +3.3% | +4.2% | +6.0% |
| YTD | +4.9% | +15.7% | -10.8% | -0.1% |
| 1Y | +37.2% | +16.6% | +20.7% | +30.1% |
| 3Y | +141.6% | +84.3% | +57.3% | +86.5% |
| 5Y | +128.8% | +109.0% | +19.7% | +65.7% |
| All | +128.8% | +105.2% | +23.5% | +65.7% |
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