+20.4%
IQV vs CCEP
+89.1%
-68.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.7% | -3.9% | -3.4% |
| 7D | +0.3% | -1.0% | +1.3% | +0.7% |
| 30D | +8.6% | -1.6% | +10.2% | +9.1% |
| 3M | +41.1% | +11.9% | +29.2% | +36.6% |
| 6M | +48.6% | +7.5% | +41.1% | +45.3% |
| YTD | +15.0% | +18.7% | -3.7% | +8.3% |
| 1Y | +38.1% | +21.4% | +16.7% | +28.5% |
| All | +20.4% | +89.1% | -68.7% | -7.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling