+30.5%
SNOW vs CCEP
+177.4%
-146.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -0.3% |
| 7D | +8.4% | -3.7% | +12.1% | +9.9% |
| 30D | -1.0% | -2.1% | +1.1% | -0.2% |
| 3M | +38.3% | +7.2% | +31.1% | +34.8% |
| 6M | +81.3% | +3.3% | +78.0% | +78.0% |
| YTD | +51.1% | +15.7% | +35.4% | +40.0% |
| 1Y | +47.0% | +16.6% | +30.4% | +35.1% |
| 3Y | +99.7% | +84.3% | +15.5% | +41.1% |
| 5Y | +3.6% | +109.0% | -105.4% | -34.0% |
| All | +30.5% | +177.4% | -146.8% | -1.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling