+1,198.8%
CCEP vs SSNC
+1,022.7%
+176.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | 0.0% |
| 7D | +1.8% | -0.2% | +1.9% | +1.8% |
| 30D | +12.2% | -1.9% | +14.1% | +12.8% |
| 3M | +10.7% | -0.2% | +10.8% | +10.6% |
| 6M | +27.5% | +19.4% | +8.1% | +19.7% |
| YTD | +31.3% | -8.1% | +39.4% | +33.3% |
| 1Y | +29.9% | -5.3% | +35.2% | +30.5% |
| 3Y | +111.1% | +56.9% | +54.2% | +76.8% |
| 5Y | +142.3% | +8.0% | +134.3% | +127.4% |
| 10Y | +335.5% | +183.6% | +151.9% | +197.3% |
| All | +1,198.8% | +1,022.7% | +176.1% | +453.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling