+36.9%
IQV vs CCEP
+113.9%
-77.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.4% | -3.6% | -2.6% |
| 7D | -2.5% | +2.1% | -4.6% | -3.0% |
| 30D | +1.2% | +10.6% | -9.4% | -2.0% |
| 3M | +9.8% | +10.3% | -0.5% | +6.2% |
| 6M | +53.8% | +31.1% | +22.7% | +41.7% |
| YTD | +17.6% | +32.1% | -14.5% | +7.2% |
| 1Y | +18.6% | +32.8% | -14.2% | +7.8% |
| 3Y | +36.9% | +111.3% | -74.4% | +9.3% |
| All | +36.9% | +113.9% | -77.0% | +9.3% |
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