+155.9%
SO vs CCEP
+244.1%
-88.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.8% |
| 7D | +1.0% | -1.0% | +2.0% | +1.3% |
| 30D | -3.2% | -1.6% | -1.6% | -2.8% |
| 3M | -1.7% | +11.9% | -13.6% | -5.2% |
| 6M | -7.2% | +7.5% | -14.6% | -9.5% |
| YTD | +4.6% | +18.7% | -14.2% | -1.3% |
| 1Y | +1.2% | +21.4% | -20.2% | -5.3% |
| 3Y | +45.3% | +89.1% | -43.8% | +17.5% |
| 5Y | +58.7% | +108.7% | -50.0% | +22.5% |
| 10Y | +155.9% | +241.0% | -85.1% | +68.4% |
| All | +155.9% | +244.1% | -88.2% | +68.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling