+89.9%
SLV vs CCEP
+147.2%
-57.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.4% | -3.6% | -2.4% |
| 7D | -5.8% | +2.1% | -7.9% | -6.1% |
| 30D | -12.1% | +10.6% | -22.7% | -13.5% |
| 3M | -24.1% | +10.3% | -34.4% | -25.3% |
| 6M | -44.4% | +31.1% | -75.5% | -46.9% |
| YTD | -31.5% | +32.1% | -63.6% | -34.5% |
| 1Y | -6.9% | +32.8% | -39.8% | -11.0% |
| 3Y | +116.0% | +111.3% | +4.7% | +89.6% |
| All | +89.9% | +147.2% | -57.3% | +59.0% |
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