+36.8%
CCEP vs SOLS
+37.2%
-0.4%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -6.5% | +10.4% | +3.9% |
| 7D | +4.2% | -8.8% | +13.0% | +4.4% |
| 30D | +14.2% | -0.6% | +14.8% | +13.8% |
| 3M | +9.1% | -9.0% | +18.2% | +9.1% |
| 6M | +26.9% | -28.7% | +55.5% | +27.8% |
| YTD | +29.1% | +19.2% | +9.9% | +24.6% |
| 1Y | +36.8% | +32.6% | +4.2% | +30.4% |
| All | +36.8% | +37.2% | -0.4% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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