+514.3%
SPMO vs CCEP
+236.5%
+277.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.6% |
| 7D | +0.1% | -5.7% | +5.8% | +1.7% |
| 30D | -0.7% | -3.4% | +2.7% | +0.2% |
| 3M | +2.8% | +5.5% | -2.7% | +0.7% |
| 6M | +24.4% | +2.2% | +22.2% | +22.8% |
| YTD | +24.2% | +14.6% | +9.5% | +18.0% |
| 1Y | +24.5% | +18.9% | +5.6% | +16.7% |
| 3Y | +155.6% | +82.6% | +73.0% | +106.0% |
| 5Y | +148.2% | +107.0% | +41.2% | +88.9% |
| All | +514.3% | +236.5% | +277.8% | +311.4% |
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