+28.7%
CCEP vs SOLS
+44.7%
-16.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.8% |
| 7D | -0.3% | +20.8% | -21.1% | -0.2% |
| 30D | +11.0% | +9.2% | +1.8% | +10.9% |
| 3M | +9.2% | +7.1% | +2.1% | +9.1% |
| 6M | +27.2% | -23.7% | +50.8% | +29.4% |
| YTD | +30.3% | +37.3% | -7.0% | +26.4% |
| 1Y | +28.7% | +42.2% | -13.5% | +24.2% |
| All | +28.7% | +44.7% | -16.0% | +24.2% |
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