+2,071.0%
STX vs CCEP
+299.9%
+1,771.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +1.2% | +8.6% | +9.5% |
| 7D | -14.8% | +1.7% | -16.4% | -15.3% |
| 30D | -35.4% | +12.7% | -48.1% | -37.7% |
| 3M | -37.7% | +8.5% | -46.2% | -39.5% |
| 6M | -35.2% | +25.6% | -60.8% | -40.4% |
| YTD | +84.4% | +30.9% | +53.5% | +67.0% |
| 1Y | +82.3% | +32.0% | +50.3% | +64.4% |
| 3Y | +646.2% | +110.9% | +535.3% | +458.7% |
| 5Y | +487.4% | +138.5% | +349.0% | +315.2% |
| 10Y | +2,071.0% | +302.3% | +1,768.7% | +1,258.0% |
| All | +2,071.0% | +299.9% | +1,771.1% | +1,258.0% |
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 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