+160.7%
SPMO vs CCEP
+89.4%
+71.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.5% |
| 7D | +3.4% | -1.0% | +4.4% | +3.4% |
| 30D | +0.5% | -1.6% | +2.1% | +0.6% |
| 3M | +1.9% | +11.9% | -10.0% | +0.4% |
| 6M | +27.8% | +7.5% | +20.4% | +26.4% |
| YTD | +26.7% | +18.7% | +7.9% | +23.5% |
| 1Y | +28.9% | +21.4% | +7.5% | +25.1% |
| 3Y | +160.7% | +89.1% | +71.6% | +123.5% |
| All | +160.7% | +89.4% | +71.2% | +123.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling