+244.8%
IQV vs CCEP
+342.6%
-97.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.4% | -3.6% | -2.8% |
| 7D | -2.5% | +2.1% | -4.6% | -3.3% |
| 30D | +1.2% | +10.6% | -9.4% | -3.2% |
| 3M | +9.8% | +10.3% | -0.5% | +4.9% |
| 6M | +53.8% | +31.1% | +22.7% | +36.9% |
| YTD | +17.6% | +32.1% | -14.5% | +3.5% |
| 1Y | +18.6% | +32.8% | -14.2% | +4.1% |
| 3Y | +36.9% | +111.3% | -74.4% | -2.4% |
| 5Y | +4.1% | +147.5% | -143.4% | -31.7% |
| All | +244.8% | +342.6% | -97.8% | +97.7% |
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