+336.9%
CCEP vs SUI
+120.9%
+216.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.5% |
| 7D | -0.3% | -3.8% | +3.5% | +1.2% |
| 30D | +11.0% | +3.9% | +7.0% | +9.3% |
| 3M | +9.2% | +0.2% | +9.0% | +9.0% |
| 6M | +27.2% | -4.2% | +31.4% | +29.0% |
| YTD | +30.3% | -2.5% | +32.8% | +31.2% |
| 1Y | +28.7% | -4.0% | +32.7% | +30.2% |
| 3Y | +109.4% | +16.5% | +92.9% | +92.1% |
| 5Y | +144.1% | -27.2% | +171.3% | +168.4% |
| All | +336.9% | +120.9% | +216.0% | +234.8% |
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