+21,057.3%
SHW vs CCEP
+7,553.0%
+13,504.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.2% |
| 7D | +3.5% | +2.6% | +0.9% | +2.9% |
| 30D | +9.2% | +15.1% | -5.9% | +5.7% |
| 3M | -5.1% | +7.3% | -12.4% | -6.7% |
| 6M | +6.8% | +23.4% | -16.6% | +1.7% |
| YTD | +7.0% | +29.4% | -22.5% | +0.7% |
| 1Y | +4.1% | +34.2% | -30.1% | -2.8% |
| 3Y | +41.1% | +108.4% | -67.3% | +18.5% |
| 5Y | +12.9% | +147.3% | -134.4% | -9.3% |
| 10Y | +366.3% | +301.3% | +65.0% | +229.4% |
| All | +21,057.3% | +7,553.0% | +13,504.2% | +7,493.6% |
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