+25.0%
IQV vs CCEP
+36.9%
-11.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.8% | -3.4% | 0.0% |
| 7D | -5.5% | +4.2% | -9.7% | -6.0% |
| 30D | -0.9% | +14.2% | -15.0% | -3.0% |
| 3M | +15.6% | +9.1% | +6.4% | +13.8% |
| 6M | +63.9% | +26.9% | +37.0% | +62.1% |
| YTD | +17.0% | +29.1% | -12.1% | +19.5% |
| 1Y | +25.0% | +36.8% | -11.7% | +26.1% |
| All | +25.0% | +36.9% | -11.9% | +26.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling