+942.9%
STRL vs CCEP
+140.3%
+802.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.6% |
| 7D | +23.4% | -0.3% | +23.7% | +23.5% |
| 30D | -39.5% | +11.0% | -50.5% | -41.4% |
| 3M | -45.1% | +9.2% | -54.3% | -46.7% |
| 6M | -64.6% | +27.2% | -91.8% | -67.8% |
| YTD | -1.5% | +30.3% | -31.8% | -11.1% |
| 1Y | -20.8% | +28.7% | -49.5% | -28.2% |
| 3Y | +353.1% | +109.4% | +243.7% | +216.9% |
| 5Y | +942.9% | +144.1% | +798.8% | +556.3% |
| All | +942.9% | +140.3% | +802.6% | +556.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling