+123.8%
STX vs CCEP
+36.9%
+86.9%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +3.8% | -12.0% | -5.7% |
| 7D | -20.2% | +4.2% | -24.4% | -17.7% |
| 30D | -37.2% | +14.2% | -51.4% | -31.9% |
| 3M | -34.1% | +9.1% | -43.2% | -29.8% |
| 6M | -24.5% | +26.9% | -51.3% | -16.2% |
| YTD | +102.9% | +29.1% | +73.9% | +163.0% |
| 1Y | +123.8% | +36.8% | +87.0% | +182.0% |
| All | +123.8% | +36.9% | +86.9% | +182.0% |
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