+107.0%
CCEP vs SHAK
-27.4%
+134.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.7% |
| 7D | -5.7% | -11.0% | +5.2% | -4.5% |
| 30D | -3.4% | -14.0% | +10.6% | -1.8% |
| 3M | +5.5% | +13.3% | -7.7% | +3.7% |
| 6M | +2.2% | -35.3% | +37.5% | +6.2% |
| YTD | +14.6% | -24.0% | +38.6% | +16.6% |
| 1Y | +18.9% | -36.7% | +55.6% | +23.3% |
| 3Y | +82.6% | -5.4% | +88.0% | +70.9% |
| 5Y | +107.0% | -24.9% | +131.9% | +92.7% |
| All | +107.0% | -27.4% | +134.4% | +92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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