-4.3%
SHOP vs CCEP
+32.5%
-36.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.2% | +0.9% | +1.8% |
| 7D | -2.7% | +1.7% | -4.3% | -3.2% |
| 30D | -11.0% | +12.7% | -23.7% | -13.8% |
| 3M | +0.3% | +8.5% | -8.2% | -2.2% |
| 6M | +37.7% | +25.6% | +12.2% | +36.9% |
| YTD | -5.5% | +30.9% | -36.5% | -5.7% |
| All | -4.3% | +32.5% | -36.8% | -4.6% |
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