+218.9%
SLV vs CCEP
+244.1%
-25.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -0.9% |
| 7D | +2.5% | -1.0% | +3.5% | +2.6% |
| 30D | +3.3% | -1.6% | +4.9% | +3.4% |
| 3M | -3.6% | +11.9% | -15.5% | -5.3% |
| 6M | -21.8% | +7.5% | -29.3% | -22.8% |
| YTD | -7.8% | +18.7% | -26.6% | -10.3% |
| 1Y | +58.3% | +21.4% | +36.9% | +53.5% |
| 3Y | +182.6% | +89.1% | +93.5% | +155.8% |
| 5Y | +167.8% | +108.7% | +59.1% | +137.1% |
| 10Y | +218.9% | +241.0% | -22.1% | +177.8% |
| All | +218.9% | +244.1% | -25.2% | +177.8% |
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