+190.2%
SHEL vs CCEP
+108.6%
+81.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.7% | +1.8% | +2.4% |
| 7D | +1.9% | -1.0% | +2.9% | +2.1% |
| 30D | +8.7% | -1.6% | +10.3% | +9.0% |
| 3M | +11.0% | +11.9% | -0.9% | +7.8% |
| 6M | +14.6% | +7.5% | +7.1% | +12.2% |
| YTD | +33.3% | +18.7% | +14.5% | +26.9% |
| 1Y | +37.9% | +21.4% | +16.5% | +30.2% |
| 3Y | +69.7% | +89.1% | -19.4% | +39.7% |
| 5Y | +190.2% | +108.7% | +81.4% | +144.0% |
| All | +190.2% | +108.6% | +81.6% | +144.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling