+43,429.5%
SBUX vs CCEP
+9,399.5%
+34,030.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.1% |
| 7D | +1.0% | -0.3% | +1.3% | +1.2% |
| 30D | +16.6% | +11.0% | +5.6% | +12.8% |
| 3M | -0.6% | +9.2% | -9.8% | -3.4% |
| 6M | +1.8% | +27.2% | -25.4% | -5.9% |
| YTD | +29.7% | +30.3% | -0.6% | +18.6% |
| 1Y | +26.1% | +28.7% | -2.6% | +15.8% |
| 3Y | +10.3% | +109.4% | -99.2% | -13.8% |
| 5Y | +7.6% | +144.1% | -136.5% | -20.3% |
| 10Y | +146.7% | +332.0% | -185.3% | +50.9% |
| All | +43,429.5% | +9,399.5% | +34,030.0% | +11,817.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling