-53.5%
SOUN vs CCEP
+165.8%
-219.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.4% | -4.5% | -3.5% |
| 7D | -15.1% | +2.1% | -17.2% | -15.7% |
| 30D | -23.0% | +10.6% | -33.5% | -25.6% |
| 3M | -53.3% | +10.3% | -63.7% | -55.0% |
| 6M | -58.6% | +31.1% | -89.6% | -62.6% |
| YTD | -65.0% | +32.1% | -97.1% | -68.7% |
| 1Y | -71.4% | +32.8% | -104.3% | -74.6% |
| 3Y | +75.4% | +111.3% | -36.0% | +20.5% |
| All | -53.5% | +165.8% | -219.2% | -70.8% |
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