+107.2%
CCEP vs SUI
-32.0%
+139.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.0% |
| 7D | -3.1% | -2.8% | -0.2% | -2.2% |
| 30D | -2.6% | -1.2% | -1.4% | -2.3% |
| 3M | +14.9% | -1.7% | +16.7% | +15.4% |
| 6M | +2.3% | -10.5% | +12.7% | +5.5% |
| YTD | +17.8% | -1.8% | +19.7% | +18.3% |
| 1Y | +24.2% | -4.1% | +28.3% | +25.5% |
| 3Y | +84.7% | +11.3% | +73.5% | +75.5% |
| All | +107.2% | -32.0% | +139.2% | +136.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling