+16.6%
CCEP vs SMTC
+168.8%
-152.2%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.8% | -3.4% | -2.5% |
| 7D | -3.7% | +22.5% | -26.2% | -2.8% |
| 30D | -2.1% | +24.9% | -27.0% | -1.1% |
| 3M | +7.2% | +4.1% | +3.1% | +8.1% |
| 6M | +3.3% | +92.6% | -89.3% | +2.6% |
| YTD | +15.7% | +122.5% | -106.8% | +16.1% |
| 1Y | +16.6% | +166.2% | -149.7% | +16.7% |
| All | +16.6% | +168.8% | -152.2% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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