+137.7%
GOOGL vs CCEP
+108.6%
+29.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.8% | -0.2% |
| 7D | +1.1% | -1.0% | +2.0% | +1.3% |
| 30D | -4.4% | -1.6% | -2.8% | -4.0% |
| 3M | -6.8% | +11.9% | -18.7% | -9.9% |
| 6M | +13.6% | +7.5% | +6.1% | +10.9% |
| YTD | +8.3% | +18.7% | -10.4% | +2.5% |
| 1Y | +44.9% | +21.4% | +23.5% | +35.9% |
| 3Y | +150.5% | +89.1% | +61.4% | +92.8% |
| 5Y | +137.7% | +108.7% | +29.0% | +73.2% |
| All | +137.7% | +108.6% | +29.1% | +73.2% |
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