+302.3%
CCEP vs SUI
+118.5%
+183.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.1% | +1.2% |
| 7D | +1.7% | +3.0% | -1.4% | +0.5% |
| 30D | +12.7% | +5.6% | +7.1% | +10.4% |
| 3M | +8.5% | +0.9% | +7.6% | +8.0% |
| 6M | +25.6% | -2.6% | +28.2% | +26.5% |
| YTD | +30.9% | -0.1% | +31.0% | +30.6% |
| 1Y | +32.0% | -1.4% | +33.4% | +32.2% |
| 3Y | +110.9% | +19.8% | +91.2% | +91.2% |
| 5Y | +138.5% | -25.8% | +164.2% | +160.6% |
| 10Y | +302.3% | +118.1% | +184.2% | +180.4% |
| All | +302.3% | +118.5% | +183.8% | +180.4% |
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