+46.7%
GSK vs CCEP
+108.6%
-61.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.7% | -3.5% | -2.9% |
| 7D | -4.2% | -1.0% | -3.2% | -3.9% |
| 30D | -7.5% | -1.6% | -5.9% | -7.1% |
| 3M | -3.3% | +11.9% | -15.1% | -6.7% |
| 6M | -9.3% | +7.5% | -16.8% | -11.5% |
| YTD | +1.6% | +18.7% | -17.1% | -3.6% |
| 1Y | +25.5% | +21.4% | +4.1% | +18.1% |
| 3Y | +49.3% | +89.1% | -39.8% | +25.2% |
| 5Y | +46.7% | +108.7% | -62.0% | +15.9% |
| All | +46.7% | +108.6% | -61.9% | +15.9% |
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