+263.2%
SYF vs CCEP
+244.1%
+19.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.4% | -2.1% |
| 7D | +2.6% | -1.0% | +3.6% | +3.2% |
| 30D | 0.0% | -1.6% | +1.6% | +0.9% |
| 3M | +11.9% | +11.9% | +0.1% | +4.1% |
| 6M | +18.9% | +7.5% | +11.5% | +12.9% |
| YTD | -4.6% | +18.7% | -23.3% | -15.6% |
| 1Y | +6.4% | +21.4% | -15.0% | -7.6% |
| 3Y | +167.2% | +89.1% | +78.1% | +66.3% |
| 5Y | +92.3% | +108.7% | -16.4% | +9.0% |
| 10Y | +263.2% | +241.0% | +22.2% | +74.2% |
| All | +263.2% | +244.1% | +19.1% | +74.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling