+740.7%
GOOGL vs CCEP
+236.5%
+504.2%
-44.3%
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 | -2.8% | -5.7% | +2.9% | -1.0% |
| 30D | -3.2% | -3.4% | +0.2% | -2.1% |
| 3M | -6.6% | +5.5% | -12.1% | -8.5% |
| 6M | +8.5% | +2.2% | +6.2% | +7.2% |
| YTD | +6.5% | +14.6% | -8.2% | +1.1% |
| 1Y | +39.4% | +18.9% | +20.5% | +30.4% |
| 3Y | +146.2% | +82.6% | +63.6% | +93.6% |
| 5Y | +138.3% | +107.0% | +31.4% | +76.0% |
| All | +740.7% | +236.5% | +504.2% | +423.0% |
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