+81.9%
GSK vs CCEP
+237.8%
-155.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.7% | +0.9% |
| 7D | -3.6% | -3.7% | +0.1% | -2.6% |
| 30D | -5.9% | -2.1% | -3.8% | -5.4% |
| 3M | -4.3% | +7.2% | -11.4% | -6.2% |
| 6M | -10.8% | +3.3% | -14.1% | -11.8% |
| YTD | +1.8% | +15.7% | -13.9% | -2.3% |
| 1Y | +23.5% | +16.6% | +6.9% | +18.1% |
| 3Y | +49.5% | +84.3% | -34.7% | +27.0% |
| 5Y | +49.7% | +109.0% | -59.4% | +21.2% |
| 10Y | +81.9% | +238.1% | -156.2% | +30.0% |
| All | +81.9% | +237.8% | -155.9% | +30.0% |
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