+185.7%
SOUN vs CCEP
+89.4%
+96.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.3% | -2.8% |
| 7D | -4.1% | -1.0% | -3.1% | -3.7% |
| 30D | -18.1% | -1.6% | -16.5% | -17.6% |
| 3M | -12.3% | +11.9% | -24.1% | -16.8% |
| 6M | -18.6% | +7.5% | -26.0% | -21.2% |
| YTD | -34.1% | +18.7% | -52.8% | -40.3% |
| 1Y | -57.0% | +21.4% | -78.4% | -62.1% |
| 3Y | +185.7% | +89.1% | +96.5% | +31.0% |
| All | +185.7% | +89.4% | +96.2% | +31.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling