+343.1%
CCEP vs SIRI
-7.4%
+350.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.1% | +1.4% |
| 7D | +2.1% | -1.7% | +3.8% | +2.4% |
| 30D | +10.6% | +21.1% | -10.5% | +7.4% |
| 3M | +10.3% | +14.7% | -4.4% | +7.9% |
| 6M | +31.1% | +22.9% | +8.2% | +26.8% |
| YTD | +32.1% | +65.7% | -33.6% | +21.7% |
| 1Y | +32.8% | +53.5% | -20.6% | +23.7% |
| 3Y | +111.3% | -23.0% | +134.3% | +113.6% |
| 5Y | +147.5% | -41.5% | +189.0% | +157.7% |
| All | +343.1% | -7.4% | +350.5% | +330.6% |
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