+39.9%
IQV vs CCEP
+16.3%
+23.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.3% |
| 7D | -5.3% | -5.7% | +0.5% | -4.4% |
| 30D | +5.5% | -3.4% | +8.9% | +6.1% |
| 3M | +41.2% | +5.5% | +35.7% | +41.7% |
| 6M | +50.5% | +2.2% | +48.3% | +50.4% |
| YTD | +14.1% | +14.6% | -0.5% | +16.6% |
| 1Y | +39.9% | +18.9% | +21.0% | +42.6% |
| All | +39.9% | +16.3% | +23.6% | +42.6% |
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 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