+8,659.4%
SHOP vs CCEP
+374.1%
+8,285.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.0% | +4.6% | +3.9% |
| 7D | -5.4% | +2.6% | -8.0% | -6.2% |
| 30D | -10.3% | +15.1% | -25.5% | -14.9% |
| 3M | +1.0% | +7.3% | -6.3% | -1.7% |
| 6M | +41.2% | +23.4% | +17.8% | +31.0% |
| YTD | -7.5% | +29.4% | -36.9% | -16.3% |
| 1Y | -4.6% | +34.2% | -38.8% | -14.8% |
| 3Y | +146.4% | +108.4% | +38.1% | +79.6% |
| 5Y | -2.5% | +147.3% | -149.8% | -33.2% |
| 10Y | +3,703.6% | +301.3% | +3,402.2% | +2,254.9% |
| All | +8,659.4% | +374.1% | +8,285.3% | +4,947.8% |
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