+145.0%
SBUX vs CCEP
+342.6%
-197.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.8% |
| 7D | +1.6% | +2.1% | -0.5% | +0.6% |
| 30D | +14.8% | +10.6% | +4.2% | +9.7% |
| 3M | -0.8% | +10.3% | -11.1% | -5.3% |
| 6M | +2.2% | +31.1% | -28.9% | -9.9% |
| YTD | +29.5% | +32.1% | -2.7% | +13.1% |
| 1Y | +27.0% | +32.8% | -5.8% | +10.7% |
| 3Y | +10.9% | +111.3% | -100.4% | -23.3% |
| 5Y | +7.4% | +147.5% | -140.1% | -32.0% |
| All | +145.0% | +342.6% | -197.6% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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