+87.9%
CCEP vs SONY
+46.4%
+41.5%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.5% | -2.9% |
| 7D | -3.1% | -1.2% | -1.9% | -2.9% |
| 30D | -2.6% | +9.4% | -12.0% | -3.9% |
| 3M | +14.9% | +10.5% | +4.5% | +13.1% |
| 6M | +2.3% | +11.7% | -9.4% | +0.3% |
| YTD | +17.8% | -4.1% | +21.9% | +17.8% |
| 1Y | +24.2% | -11.8% | +36.0% | +25.4% |
| All | +87.9% | +46.4% | +41.5% | +76.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling