+343.1%
CCEP vs SUI
+123.0%
+220.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.0% |
| 7D | +2.1% | -1.5% | +3.6% | +2.7% |
| 30D | +10.6% | +3.7% | +6.8% | +9.0% |
| 3M | +10.3% | -0.4% | +10.7% | +10.4% |
| 6M | +31.1% | -2.8% | +33.9% | +32.2% |
| YTD | +32.1% | -1.6% | +33.7% | +32.5% |
| 1Y | +32.8% | -2.1% | +34.9% | +33.4% |
| 3Y | +111.3% | +18.5% | +92.9% | +92.6% |
| 5Y | +147.5% | -26.5% | +174.0% | +171.2% |
| All | +343.1% | +123.0% | +220.1% | +238.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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