+37.9%
SHEL vs CCEP
+18.5%
+19.4%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +2.9% | 0.0% |
| 7D | +3.0% | -3.7% | +6.7% | +2.6% |
| 30D | +7.2% | -2.1% | +9.3% | +7.0% |
| 3M | +12.9% | +7.2% | +5.7% | +13.3% |
| 6M | +13.7% | +3.3% | +10.4% | +14.0% |
| YTD | +33.7% | +15.7% | +18.0% | +34.7% |
| 1Y | +37.9% | +16.6% | +21.3% | +38.4% |
| All | +37.9% | +18.5% | +19.4% | +38.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling