+230.1%
CCEP vs SIRI
-10.2%
+240.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.2% |
| 7D | -2.8% | +0.6% | -3.4% | -2.9% |
| 30D | -4.0% | +2.5% | -6.5% | -4.4% |
| 3M | +5.2% | +6.6% | -1.4% | +4.1% |
| 6M | +2.7% | +32.9% | -30.2% | -1.9% |
| YTD | +14.5% | +50.5% | -35.9% | +7.1% |
| 1Y | +17.2% | +28.0% | -10.8% | +12.0% |
| 3Y | +79.3% | -22.4% | +101.7% | +79.0% |
| 5Y | +106.8% | -41.3% | +148.0% | +111.4% |
| All | +230.1% | -10.2% | +240.3% | +206.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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