+73.6%
SLB vs CCEP
+140.3%
-66.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.1% |
| 7D | +2.6% | -0.3% | +2.9% | +2.6% |
| 30D | +4.4% | +11.0% | -6.6% | +1.7% |
| 3M | -2.7% | +9.2% | -11.9% | -5.0% |
| 6M | -7.5% | +27.2% | -34.7% | -13.5% |
| YTD | +34.8% | +30.3% | +4.5% | +25.1% |
| 1Y | +44.6% | +28.7% | +15.9% | +34.6% |
| 3Y | +3.2% | +109.4% | -106.2% | -17.1% |
| 5Y | +73.6% | +144.1% | -70.5% | +34.5% |
| All | +73.6% | +140.3% | -66.8% | +34.5% |
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