+451.3%
SN vs CCEP
+112.6%
+338.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | +3.5% | +1.8% | +1.8% | +2.9% |
| 30D | +19.4% | +12.2% | +7.3% | +14.9% |
| 3M | +20.9% | +10.7% | +10.2% | +16.7% |
| 6M | +111.1% | +27.5% | +83.6% | +95.3% |
| YTD | +102.8% | +31.3% | +71.5% | +86.5% |
| 1Y | +146.2% | +29.9% | +116.3% | +126.9% |
| All | +451.3% | +112.6% | +338.7% | +356.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling