+248.5%
SLV vs CCEP
+1,798.5%
-1,550.0%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.2% | +1.5% | +2.5% |
| 7D | +5.6% | +1.7% | +4.0% | +5.4% |
| 30D | -12.1% | +12.7% | -24.8% | -14.0% |
| 3M | -16.3% | +8.5% | -24.8% | -17.6% |
| 6M | -34.1% | +25.6% | -59.6% | -36.9% |
| YTD | -25.3% | +30.9% | -56.2% | -29.0% |
| 1Y | +9.6% | +32.0% | -22.4% | +3.9% |
| 3Y | +132.7% | +110.9% | +21.7% | +101.8% |
| 5Y | +113.7% | +138.5% | -24.8% | +79.5% |
| 10Y | +175.9% | +302.3% | -126.4% | +103.8% |
| All | +248.5% | +1,798.5% | -1,550.0% | +46.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling