+3,676.0%
STX vs CCEP
+244.1%
+3,432.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.7% | +5.7% | +6.3% |
| 7D | +10.7% | -1.0% | +11.7% | +11.0% |
| 30D | +11.3% | -1.6% | +12.9% | +11.6% |
| 3M | +3.2% | +11.9% | -8.6% | -1.1% |
| 6M | +157.0% | +7.5% | +149.5% | +148.7% |
| YTD | +229.2% | +18.7% | +210.5% | +208.0% |
| 1Y | +381.8% | +21.4% | +360.4% | +344.7% |
| 3Y | +1,383.2% | +89.1% | +1,294.1% | +1,051.4% |
| 5Y | +1,144.9% | +108.7% | +1,036.2% | +819.3% |
| 10Y | +3,676.0% | +241.0% | +3,435.1% | +2,244.6% |
| All | +3,676.0% | +244.1% | +3,432.0% | +2,244.6% |
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