+42,297.2%
SBUX vs CCEP
+8,492.0%
+33,805.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.1% | +1.8% | -0.3% |
| 7D | -3.1% | -3.1% | -0.1% | -2.2% |
| 30D | -0.9% | -2.6% | +1.7% | -0.1% |
| 3M | +11.6% | +14.9% | -3.3% | +6.7% |
| 6M | +8.8% | +2.3% | +6.5% | +7.7% |
| YTD | +26.3% | +17.8% | +8.5% | +19.4% |
| 1Y | +23.1% | +24.2% | -1.1% | +14.3% |
| 3Y | +15.0% | +84.7% | -69.8% | -6.5% |
| 5Y | +0.4% | +103.2% | -102.8% | -21.4% |
| 10Y | +130.7% | +257.4% | -126.7% | +49.2% |
| All | +42,297.2% | +8,492.0% | +33,805.2% | +11,891.3% |
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