+8,434.7%
SHOP vs CCEP
+331.8%
+8,102.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | +0.6% |
| 7D | -5.1% | -3.1% | -2.0% | -4.0% |
| 30D | +0.6% | -2.6% | +3.2% | +1.5% |
| 3M | +25.0% | +14.9% | +10.1% | +19.4% |
| 6M | +11.9% | +2.3% | +9.7% | +10.9% |
| YTD | -9.9% | +17.8% | -27.7% | -15.5% |
| 1Y | 0.0% | +24.2% | -24.3% | -8.5% |
| 3Y | +117.5% | +84.7% | +32.8% | +66.1% |
| 5Y | -6.6% | +103.2% | -109.8% | -32.1% |
| 10Y | +3,320.3% | +257.4% | +3,062.9% | +2,101.6% |
| All | +8,434.7% | +331.8% | +8,102.9% | +4,990.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling