+231.0%
IQV vs CCEP
+236.5%
-5.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.5% |
| 7D | -5.3% | -5.7% | +0.5% | -3.0% |
| 30D | +5.5% | -3.4% | +8.9% | +6.9% |
| 3M | +41.2% | +5.5% | +35.7% | +38.3% |
| 6M | +50.5% | +2.2% | +48.3% | +48.6% |
| YTD | +14.1% | +14.6% | -0.5% | +7.0% |
| 1Y | +39.9% | +18.9% | +21.0% | +28.9% |
| 3Y | +20.5% | +82.6% | -62.1% | -8.0% |
| 5Y | -1.2% | +107.0% | -108.2% | -29.7% |
| All | +231.0% | +236.5% | -5.5% | +103.6% |
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