+460.5%
SPMO vs CCEP
+342.6%
+118.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -3.0% | -2.0% |
| 7D | +6.3% | +2.1% | +4.2% | +5.7% |
| 30D | -8.9% | +10.6% | -19.5% | -11.6% |
| 3M | -13.2% | +10.3% | -23.5% | -16.0% |
| 6M | -9.3% | +31.1% | -40.4% | -17.0% |
| YTD | +11.6% | +32.1% | -20.6% | +1.4% |
| 1Y | +13.4% | +32.8% | -19.4% | +2.8% |
| 3Y | +122.9% | +111.3% | +11.5% | +71.1% |
| 5Y | +113.9% | +147.5% | -33.6% | +53.4% |
| All | +460.5% | +342.6% | +118.0% | +253.3% |
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