+86.2%
SU vs CCEP
+36.9%
+49.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.8% | -8.4% | -3.6% |
| 7D | -7.1% | +4.2% | -11.3% | -6.1% |
| 30D | +4.8% | +14.2% | -9.4% | +8.2% |
| 3M | +12.5% | +9.1% | +3.3% | +15.0% |
| 6M | +6.5% | +26.9% | -20.4% | +12.6% |
| YTD | +65.8% | +29.1% | +36.7% | +72.8% |
| 1Y | +86.2% | +36.8% | +49.4% | +88.6% |
| All | +86.2% | +36.9% | +49.2% | +88.6% |
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 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