+8,471.0%
CCEP vs SUI
+4,171.7%
+4,299.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.0% |
| 7D | +5.7% | +8.8% | -3.0% | +2.9% |
| 30D | +15.3% | +8.9% | +6.4% | +12.2% |
| 3M | +8.0% | +2.0% | +6.0% | +7.3% |
| 6M | +26.7% | -0.6% | +27.4% | +26.8% |
| YTD | +30.7% | +1.3% | +29.4% | +29.9% |
| 1Y | +36.5% | +1.3% | +35.3% | +35.7% |
| 3Y | +111.1% | +16.3% | +94.8% | +97.3% |
| 5Y | +149.7% | -25.1% | +174.8% | +164.9% |
| 10Y | +305.3% | +121.1% | +184.3% | +202.7% |
| All | +8,471.0% | +4,171.7% | +4,299.3% | +2,842.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling