+32.8%
CCEP vs SONY
-9.8%
+42.6%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.5% | -0.1% | +1.1% |
| 7D | +2.1% | +0.3% | +1.8% | +2.0% |
| 30D | +10.6% | +11.1% | -0.5% | +8.3% |
| 3M | +10.3% | +14.7% | -4.3% | +7.4% |
| 6M | +31.1% | +18.8% | +12.3% | +26.5% |
| YTD | +32.1% | +5.7% | +26.4% | +25.9% |
| 1Y | +32.8% | -8.1% | +40.9% | +28.8% |
| All | +32.8% | -9.8% | +42.6% | +28.8% |
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