+130.8%
SLB vs CCEP
+105.1%
+25.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +0.9% |
| 7D | +0.8% | -3.1% | +3.9% | +1.6% |
| 30D | +15.8% | -2.6% | +18.4% | +16.4% |
| 3M | -0.3% | +14.9% | -15.3% | -4.3% |
| 6M | +21.3% | +2.3% | +19.1% | +20.0% |
| YTD | +52.3% | +17.8% | +34.5% | +45.0% |
| 1Y | +63.6% | +24.2% | +39.4% | +53.2% |
| 3Y | +3.8% | +84.7% | -81.0% | -13.9% |
| All | +130.8% | +105.1% | +25.7% | +91.2% |
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 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