+142.6%
SN vs CCEP
+36.6%
+106.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.0% | +3.7% | +3.1% |
| 7D | +7.2% | +2.6% | +4.6% | +5.9% |
| 30D | +20.4% | +15.1% | +5.3% | +12.9% |
| 3M | +23.9% | +7.3% | +16.6% | +19.7% |
| 6M | +93.0% | +23.4% | +69.6% | +76.6% |
| YTD | +99.2% | +29.4% | +69.8% | +84.3% |
| 1Y | +142.6% | +34.2% | +108.4% | +122.0% |
| All | +142.6% | +36.6% | +106.0% | +122.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling