+61,756.5%
SU vs CCEP
+6,921.7%
+54,834.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.7% |
| 7D | -1.0% | -1.0% | 0.0% | -0.8% |
| 30D | +13.7% | -1.6% | +15.3% | +13.9% |
| 3M | +8.0% | +11.9% | -3.8% | +5.6% |
| 6M | +21.0% | +7.5% | +13.6% | +18.8% |
| YTD | +56.2% | +18.7% | +37.5% | +50.4% |
| 1Y | +72.2% | +21.4% | +50.8% | +64.8% |
| 3Y | +118.1% | +89.1% | +29.0% | +90.9% |
| 5Y | +350.3% | +108.7% | +241.6% | +283.7% |
| 10Y | +248.5% | +241.0% | +7.5% | +175.9% |
| All | +61,756.5% | +6,921.7% | +54,834.8% | +99,404.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling