+356.3%
SU vs CCEP
+107.6%
+248.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.2% | +2.1% |
| 7D | +1.6% | -3.7% | +5.2% | +2.2% |
| 30D | +10.7% | -2.1% | +12.8% | +11.0% |
| 3M | +13.5% | +7.2% | +6.3% | +11.8% |
| 6M | +21.8% | +3.3% | +18.5% | +20.7% |
| YTD | +58.8% | +15.7% | +43.2% | +53.0% |
| 1Y | +72.0% | +16.6% | +55.5% | +65.1% |
| 3Y | +121.7% | +84.3% | +37.5% | +87.1% |
| All | +356.3% | +107.6% | +248.8% | +287.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling