+21,748.4%
SHW vs CCEP
+7,646.6%
+14,101.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +4.2% | +5.4% | -1.1% | +3.0% |
| 30D | +11.3% | +12.8% | -1.5% | +8.2% |
| 3M | -1.8% | +10.9% | -12.7% | -4.2% |
| 6M | +12.7% | +25.6% | -12.9% | +6.9% |
| YTD | +10.4% | +31.0% | -20.5% | +3.7% |
| 1Y | +4.7% | +32.3% | -27.5% | -1.9% |
| 3Y | +42.7% | +110.5% | -67.8% | +19.6% |
| 5Y | +14.5% | +141.8% | -127.3% | -7.5% |
| 10Y | +340.7% | +341.1% | -0.4% | +205.7% |
| All | +21,748.4% | +7,646.6% | +14,101.7% | +7,719.8% |
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