+336.9%
CCEP vs SONY
+366.0%
-29.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -1.0% |
| 7D | -0.3% | -3.2% | +2.9% | +0.5% |
| 30D | +11.0% | +9.6% | +1.4% | +8.4% |
| 3M | +9.2% | +13.3% | -4.1% | +5.7% |
| 6M | +27.2% | +20.3% | +6.9% | +20.8% |
| YTD | +30.3% | +4.1% | +26.2% | +28.0% |
| 1Y | +28.7% | -11.9% | +40.6% | +32.0% |
| 3Y | +109.4% | +56.6% | +52.8% | +79.3% |
| 5Y | +144.1% | +10.9% | +133.1% | +125.7% |
| All | +336.9% | +366.0% | -29.1% | +185.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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