+241.0%
CCEP vs STZ
-14.3%
+255.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.6% | +6.4% | +2.9% |
| 7D | -1.0% | -7.4% | +6.4% | +1.9% |
| 30D | -1.6% | -10.9% | +9.3% | +2.8% |
| 3M | +11.9% | -13.4% | +25.3% | +17.8% |
| 6M | +7.5% | -16.2% | +23.6% | +14.2% |
| YTD | +18.7% | -10.4% | +29.2% | +22.1% |
| 1Y | +21.4% | -14.8% | +36.2% | +26.8% |
| 3Y | +89.1% | -50.1% | +139.3% | +142.8% |
| 5Y | +108.7% | -38.8% | +147.5% | +140.7% |
| 10Y | +241.0% | -14.1% | +255.1% | +230.4% |
| All | +241.0% | -14.3% | +255.3% | +230.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 10y: compounded portfolio wealth divided by compounded STZ 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…
10y analysis · Full analysis span regression · 6 months rolling