+15.4%
SOFI vs CCEP
+107.2%
-91.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | -4.9% | -2.8% | -2.1% | -3.5% |
| 30D | -3.5% | -4.0% | +0.6% | -1.5% |
| 3M | +3.9% | +5.2% | -1.3% | +0.4% |
| 6M | -6.5% | +2.7% | -9.2% | -8.7% |
| YTD | -33.8% | +14.5% | -48.4% | -40.2% |
| 1Y | -33.3% | +17.2% | -50.4% | -40.8% |
| 3Y | +94.6% | +79.3% | +15.3% | +25.4% |
| All | +15.4% | +107.2% | -91.8% | -30.6% |
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