+31.0%
CCEP vs SONY
-11.1%
+42.1%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.9% |
| 7D | -0.3% | -3.2% | +2.9% | +0.4% |
| 30D | +11.0% | +9.6% | +1.4% | +9.0% |
| 3M | +9.2% | +13.3% | -4.1% | +6.7% |
| 6M | +27.2% | +20.3% | +6.9% | +22.5% |
| YTD | +30.3% | +4.1% | +26.2% | +24.6% |
| All | +31.0% | -11.1% | +42.1% | +27.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling