+148.3%
CCEP vs S
-71.1%
+219.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.4% |
| 7D | +2.1% | +2.0% | +0.1% | +2.0% |
| 30D | +10.6% | -2.7% | +13.3% | +10.6% |
| 3M | +10.3% | -6.9% | +17.2% | +10.3% |
| 6M | +31.1% | +38.1% | -7.0% | +27.5% |
| YTD | +32.1% | +48.0% | -15.9% | +27.5% |
| 1Y | +32.8% | +34.5% | -1.6% | +28.9% |
| 3Y | +111.3% | +38.3% | +73.0% | +99.8% |
| All | +148.3% | -71.1% | +219.4% | +154.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling