+133.1%
CCEP vs S
-48.3%
+181.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.2% | +0.2% |
| 7D | +1.8% | +1.2% | +0.5% | +1.6% |
| 30D | +12.2% | -7.3% | +19.5% | +12.5% |
| 3M | +10.7% | +5.9% | +4.8% | +9.8% |
| 6M | +27.5% | +45.6% | -18.1% | +23.7% |
| YTD | +31.3% | +58.5% | -27.2% | +26.4% |
| 1Y | +29.9% | +37.6% | -7.7% | +26.1% |
| 3Y | +111.1% | +51.7% | +59.4% | +99.0% |
| 5Y | +142.3% | -67.5% | +209.8% | +143.5% |
| All | +133.1% | -48.3% | +181.4% | +133.6% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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