+152.8%
SBUX vs CCEP
+342.1%
-189.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.3% | -0.2% |
| 7D | +0.2% | +1.8% | -1.6% | -0.6% |
| 30D | +19.1% | +12.2% | +6.9% | +13.0% |
| 3M | +3.6% | +10.7% | -7.0% | -1.2% |
| 6M | +5.1% | +27.5% | -22.3% | -6.2% |
| YTD | +32.9% | +31.3% | +1.5% | +16.4% |
| 1Y | +30.4% | +29.9% | +0.5% | +14.8% |
| 3Y | +13.0% | +111.1% | -98.1% | -21.8% |
| 5Y | +10.5% | +142.3% | -131.8% | -29.4% |
| 10Y | +152.8% | +335.5% | -182.7% | +40.7% |
| All | +152.8% | +342.1% | -189.3% | +40.7% |
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