+15.0%
SHW vs CCEP
+108.6%
-93.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.6% |
| 7D | -1.2% | -1.0% | -0.2% | -0.8% |
| 30D | -11.6% | -1.6% | -10.0% | -11.1% |
| 3M | +9.1% | +11.9% | -2.8% | +4.1% |
| 6M | -0.7% | +7.5% | -8.1% | -3.8% |
| YTD | +1.4% | +18.7% | -17.4% | -5.7% |
| 1Y | -12.3% | +21.4% | -33.7% | -19.2% |
| 3Y | +23.4% | +89.1% | -65.7% | -7.3% |
| 5Y | +15.0% | +108.7% | -93.7% | -19.0% |
| All | +15.0% | +108.6% | -93.6% | -19.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling