-16.3%
SOUN vs CCEP
+130.6%
-146.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.8% |
| 7D | -6.8% | -5.7% | -1.1% | -4.9% |
| 30D | -15.2% | -3.4% | -11.8% | -14.3% |
| 3M | -7.0% | +5.5% | -12.5% | -8.9% |
| 6M | -20.5% | +2.2% | -22.7% | -21.3% |
| YTD | -37.0% | +14.6% | -51.7% | -40.9% |
| 1Y | -55.3% | +18.9% | -74.2% | -59.1% |
| 3Y | +173.0% | +82.6% | +90.4% | +97.2% |
| All | -16.3% | +130.6% | -146.9% | -44.7% |
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