+73.2%
STX vs CCEP
+32.5%
+40.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +1.2% | +8.6% | +10.6% |
| 7D | -14.8% | +1.7% | -16.4% | -13.3% |
| 30D | -35.4% | +12.7% | -48.1% | -29.8% |
| 3M | -37.7% | +8.5% | -46.2% | -33.4% |
| 6M | -35.2% | +25.6% | -60.8% | -26.7% |
| YTD | +84.4% | +30.9% | +53.5% | +149.2% |
| All | +73.2% | +32.5% | +40.7% | +137.2% |
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