+159.6%
SYF vs CCEP
+113.9%
+45.7%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.5% |
| 7D | -2.0% | +2.1% | -4.1% | -2.5% |
| 30D | +1.2% | +10.6% | -9.4% | -1.1% |
| 3M | -9.4% | +10.3% | -19.7% | -11.4% |
| 6M | +4.4% | +31.1% | -26.7% | -1.3% |
| YTD | -11.9% | +32.1% | -44.0% | -17.2% |
| 1Y | -0.4% | +32.8% | -33.2% | -6.5% |
| 3Y | +159.6% | +111.3% | +48.2% | +120.7% |
| All | +159.6% | +113.9% | +45.7% | +120.7% |
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