+13.7%
IGV vs CCEP
+149.0%
-135.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.2% | +1.4% | +2.3% |
| 7D | -0.4% | +1.7% | -2.1% | -1.0% |
| 30D | -9.9% | +12.7% | -22.6% | -13.3% |
| 3M | -1.2% | +8.5% | -9.7% | -3.9% |
| 6M | +11.3% | +25.6% | -14.2% | +3.0% |
| YTD | -4.0% | +30.9% | -34.9% | -13.5% |
| 1Y | -7.3% | +32.0% | -39.3% | -16.9% |
| 3Y | +42.8% | +110.9% | -68.2% | -0.7% |
| 5Y | +13.7% | +138.5% | -124.8% | -29.9% |
| All | +13.7% | +149.0% | -135.4% | -29.9% |
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