+98.9%
GOOGL vs CCEP
+139.0%
-40.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.3% | -0.3% |
| 7D | +2.6% | +5.4% | -2.7% | +1.2% |
| 30D | -18.3% | +12.8% | -31.0% | -21.1% |
| 3M | -19.6% | +10.9% | -30.4% | -22.0% |
| 6M | -28.2% | +25.6% | -53.8% | -33.0% |
| YTD | -8.0% | +31.0% | -39.0% | -15.4% |
| 1Y | -0.7% | +32.3% | -32.9% | -9.0% |
| 3Y | +118.8% | +110.5% | +8.3% | +61.8% |
| 5Y | +98.9% | +141.8% | -43.0% | +32.3% |
| All | +98.9% | +139.0% | -40.1% | +32.3% |
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