-4.8%
SLB vs CCEP
+244.1%
-248.8%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.5% | -1.1% |
| 7D | +0.4% | -1.0% | +1.4% | +0.9% |
| 30D | +13.6% | -1.6% | +15.2% | +14.3% |
| 3M | +1.5% | +11.9% | -10.4% | -4.9% |
| 6M | +23.0% | +7.5% | +15.6% | +17.3% |
| YTD | +51.2% | +18.7% | +32.5% | +36.5% |
| 1Y | +63.5% | +21.4% | +42.1% | +45.1% |
| 3Y | +2.5% | +89.1% | -86.6% | -30.5% |
| 5Y | +139.2% | +108.7% | +30.5% | +48.4% |
| 10Y | -4.8% | +241.0% | -245.7% | -51.3% |
| All | -4.8% | +244.1% | -248.8% | -51.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling