-12.3%
SHW vs CCEP
+23.2%
-35.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.7% |
| 7D | -1.2% | -1.0% | -0.2% | -0.8% |
| 30D | -11.6% | -1.6% | -10.0% | -11.0% |
| 3M | +9.1% | +11.9% | -2.8% | +3.2% |
| 6M | -0.7% | +7.5% | -8.1% | -5.4% |
| YTD | +1.4% | +18.7% | -17.4% | -5.0% |
| 1Y | -12.3% | +21.4% | -33.7% | -18.0% |
| All | -12.3% | +23.2% | -35.5% | -18.0% |
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