+335.5%
CCEP vs STZ
+12.8%
+322.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.2% | +0.6% |
| 7D | +1.8% | -0.9% | +2.7% | +2.1% |
| 30D | +12.2% | +14.9% | -2.8% | +6.2% |
| 3M | +10.7% | +8.4% | +2.2% | +6.8% |
| 6M | +27.5% | +2.8% | +24.7% | +25.3% |
| YTD | +31.3% | +7.5% | +23.8% | +25.5% |
| 1Y | +29.9% | +12.5% | +17.4% | +21.4% |
| 3Y | +111.1% | -35.4% | +146.5% | +143.3% |
| 5Y | +142.3% | -29.3% | +171.6% | +164.4% |
| 10Y | +335.5% | +11.8% | +323.7% | +293.3% |
| All | +335.5% | +12.8% | +322.7% | +293.3% |
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