+101.7%
CCEP vs SOXQ
+288.7%
-187.0%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.6% |
| 7D | -1.0% | +5.3% | -6.3% | -1.6% |
| 30D | -1.6% | -3.7% | +2.1% | -1.2% |
| 3M | +11.9% | -7.8% | +19.7% | +12.1% |
| 6M | +7.5% | +58.4% | -50.9% | -2.2% |
| YTD | +18.7% | +68.1% | -49.4% | +6.7% |
| 1Y | +21.4% | +105.4% | -84.0% | +4.4% |
| 3Y | +89.1% | +239.2% | -150.1% | +36.5% |
| 5Y | +108.7% | +266.9% | -158.2% | +41.4% |
| All | +101.7% | +288.7% | -187.0% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SOXQ 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling