+68.5%
STRL vs CCEP
+24.3%
+44.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -3.1% | +8.9% | +4.8% |
| 7D | +3.4% | -3.1% | +6.5% | +2.4% |
| 30D | -9.2% | -2.6% | -6.6% | -9.7% |
| 3M | -51.0% | +14.9% | -66.0% | -50.5% |
| 6M | +15.8% | +2.3% | +13.5% | +10.8% |
| YTD | +58.9% | +17.8% | +41.0% | +71.5% |
| 1Y | +68.5% | +24.2% | +44.3% | +94.5% |
| All | +68.5% | +24.3% | +44.3% | +94.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling