+150.5%
GOOGL vs CCEP
+89.4%
+61.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.8% | -0.1% |
| 7D | +1.1% | -1.0% | +2.0% | +1.1% |
| 30D | -4.4% | -1.6% | -2.8% | -4.4% |
| 3M | -6.8% | +11.9% | -18.7% | -7.4% |
| 6M | +13.6% | +7.5% | +6.1% | +12.7% |
| YTD | +8.3% | +18.7% | -10.4% | +7.7% |
| 1Y | +44.9% | +21.4% | +23.5% | +44.0% |
| 3Y | +150.5% | +89.1% | +61.4% | +134.8% |
| All | +150.5% | +89.4% | +61.0% | +134.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling