+447.8%
SN vs CCEP
+103.9%
+343.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.4% | +1.4% | +2.3% |
| 7D | +1.5% | +2.1% | -0.6% | +0.8% |
| 30D | +21.5% | +10.6% | +10.9% | +17.0% |
| 3M | +20.0% | +10.3% | +9.7% | +15.6% |
| 6M | +119.9% | +31.1% | +88.8% | +99.4% |
| YTD | +102.3% | +32.1% | +70.2% | +83.2% |
| 1Y | +148.0% | +32.8% | +115.2% | +124.1% |
| 3Y | +450.0% | +111.3% | +338.7% | +277.5% |
| All | +447.8% | +103.9% | +343.9% | +283.3% |
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 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