+3,781.0%
SHOP vs CCEP
+342.6%
+3,438.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.3% |
| 7D | -1.2% | +2.1% | -3.3% | -2.0% |
| 30D | -14.7% | +10.6% | -25.3% | -18.1% |
| 3M | -7.2% | +10.3% | -17.5% | -10.8% |
| 6M | +54.2% | +31.1% | +23.1% | +39.1% |
| YTD | -8.6% | +32.1% | -40.7% | -18.5% |
| 1Y | +0.5% | +32.8% | -32.3% | -10.6% |
| 3Y | +135.9% | +111.3% | +24.6% | +66.5% |
| 5Y | -11.9% | +147.5% | -159.4% | -41.8% |
| All | +3,781.0% | +342.6% | +3,438.4% | +2,083.7% |
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