+62.5%
SLB vs CCEP
+148.1%
-85.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.8% |
| 7D | -7.1% | +2.6% | -9.7% | -7.7% |
| 30D | +4.1% | +15.1% | -11.1% | +0.5% |
| 3M | -2.6% | +7.3% | -9.9% | -4.5% |
| 6M | -8.6% | +23.4% | -32.0% | -13.8% |
| YTD | +32.2% | +29.4% | +2.8% | +23.0% |
| 1Y | +40.7% | +34.2% | +6.4% | +29.5% |
| 3Y | -4.5% | +108.4% | -112.9% | -23.1% |
| All | +62.5% | +148.1% | -85.6% | +24.0% |
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