+3,003.4%
SHOP vs CCEP
+244.1%
+2,759.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +0.7% | -8.3% | -7.9% |
| 7D | -4.1% | -1.0% | -3.1% | -3.8% |
| 30D | -11.5% | -1.6% | -9.9% | -11.1% |
| 3M | +21.1% | +11.9% | +9.2% | +16.4% |
| 6M | +3.0% | +7.5% | -4.5% | +0.1% |
| YTD | -16.7% | +18.7% | -35.4% | -22.6% |
| 1Y | -8.3% | +21.4% | -29.7% | -15.9% |
| 3Y | +112.8% | +89.1% | +23.7% | +57.0% |
| 5Y | -9.3% | +108.7% | -118.0% | -36.5% |
| 10Y | +3,003.4% | +241.0% | +2,762.5% | +1,809.5% |
| All | +3,003.4% | +244.1% | +2,759.4% | +1,809.5% |
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