+28.7%
CCEP vs SBAC
-5.3%
+34.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.0% | -0.5% |
| 7D | -0.3% | -3.4% | +3.1% | +0.2% |
| 30D | +11.0% | +2.6% | +8.4% | +10.5% |
| 3M | +9.2% | +2.6% | +6.6% | +8.8% |
| 6M | +27.2% | -11.5% | +38.7% | +28.9% |
| YTD | +30.3% | -1.6% | +31.9% | +32.4% |
| 1Y | +28.7% | -5.1% | +33.8% | +31.0% |
| All | +28.7% | -5.3% | +34.0% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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