-17.1%
SLB vs CCEP
+301.0%
-318.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +1.0% |
| 7D | -7.1% | +2.6% | -9.7% | -8.4% |
| 30D | +4.1% | +15.1% | -11.1% | -3.5% |
| 3M | -2.6% | +7.3% | -9.9% | -6.8% |
| 6M | -8.6% | +23.4% | -32.0% | -19.1% |
| YTD | +32.2% | +29.4% | +2.8% | +13.6% |
| 1Y | +40.7% | +34.2% | +6.4% | +18.4% |
| 3Y | -4.5% | +108.4% | -112.9% | -38.6% |
| 5Y | +66.4% | +147.3% | -80.9% | -6.8% |
| All | -17.1% | +301.0% | -318.1% | -61.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling