+36.8%
CCEP vs SSNC
-3.9%
+40.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.6% | +5.5% | +4.1% |
| 7D | +4.2% | -1.1% | +5.4% | +4.4% |
| 30D | +14.2% | +0.6% | +13.5% | +14.5% |
| 3M | +9.1% | -1.5% | +10.6% | +9.7% |
| 6M | +26.9% | +15.8% | +11.0% | +24.6% |
| YTD | +29.1% | -8.0% | +37.0% | +26.7% |
| 1Y | +36.8% | -5.8% | +42.6% | +34.3% |
| All | +36.8% | -3.9% | +40.7% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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