+334.3%
SPGI vs CCEP
+299.9%
+34.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +0.3% |
| 7D | -0.9% | +1.7% | -2.5% | -1.5% |
| 30D | +15.5% | +12.7% | +2.8% | +10.6% |
| 3M | +15.7% | +8.5% | +7.2% | +12.2% |
| 6M | +19.1% | +25.6% | -6.5% | +9.6% |
| YTD | -4.1% | +30.9% | -35.0% | -13.5% |
| 1Y | +1.2% | +32.0% | -30.8% | -9.1% |
| 3Y | +31.6% | +110.9% | -79.3% | -1.2% |
| 5Y | +12.4% | +138.5% | -126.0% | -20.5% |
| 10Y | +334.3% | +302.3% | +32.0% | +150.7% |
| All | +334.3% | +299.9% | +34.4% | +150.7% |
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 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