+1,184.4%
STX vs CCEP
+85.5%
+1,098.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -3.1% | +9.5% | +6.0% |
| 7D | +2.4% | -3.1% | +5.4% | +2.0% |
| 30D | +1.4% | -2.6% | +4.0% | +1.2% |
| 3M | -8.2% | +14.9% | -23.2% | -8.2% |
| 6M | +127.0% | +2.3% | +124.8% | +128.1% |
| YTD | +209.1% | +17.8% | +191.3% | +211.9% |
| 1Y | +365.4% | +24.2% | +341.2% | +363.0% |
| All | +1,184.4% | +85.5% | +1,098.9% | +1,009.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling