+5.5%
SNOW vs CCEP
+108.6%
-103.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.8% |
| 7D | +4.9% | -1.0% | +5.9% | +5.5% |
| 30D | +1.5% | -1.6% | +3.1% | +2.2% |
| 3M | +39.5% | +11.9% | +27.7% | +32.5% |
| 6M | +85.9% | +7.5% | +78.4% | +78.3% |
| YTD | +52.9% | +18.7% | +34.2% | +37.0% |
| 1Y | +48.1% | +21.4% | +26.7% | +29.9% |
| 3Y | +102.2% | +89.1% | +13.1% | +21.9% |
| 5Y | +5.5% | +108.7% | -103.2% | -45.0% |
| All | +5.5% | +108.6% | -103.1% | -45.0% |
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 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