+194.9%
SO vs CCEP
+315.0%
-120.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -0.1% | +5.4% | -5.5% | -1.7% |
| 30D | +8.7% | +12.8% | -4.1% | +4.8% |
| 3M | +3.4% | +10.9% | -7.5% | +0.1% |
| 6M | +3.7% | +25.6% | -21.9% | -3.5% |
| YTD | +10.0% | +31.0% | -20.9% | +0.7% |
| 1Y | +6.6% | +32.3% | -25.7% | -2.8% |
| 3Y | +52.5% | +110.5% | -58.0% | +19.4% |
| 5Y | +76.1% | +141.8% | -65.8% | +29.9% |
| 10Y | +194.9% | +341.1% | -146.3% | +86.5% |
| All | +194.9% | +315.0% | -120.1% | +86.5% |
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