+32.2%
CCEP vs SPG
+32.2%
0.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.0% | -0.8% | +0.1% |
| 7D | +1.7% | +5.1% | -3.4% | -1.1% |
| 30D | +12.7% | +16.8% | -4.1% | +3.6% |
| 3M | +8.5% | +5.7% | +2.8% | +4.8% |
| 6M | +25.6% | +17.8% | +7.8% | +14.8% |
| YTD | +30.9% | +30.1% | +0.8% | +16.4% |
| All | +32.2% | +32.2% | 0.0% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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