-7.2%
SYK vs CCEP
+82.6%
-89.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.0% | -1.7% |
| 7D | -12.3% | -5.7% | -6.6% | -10.7% |
| 30D | -22.4% | -3.4% | -19.0% | -21.6% |
| 3M | -12.3% | +5.5% | -17.8% | -13.8% |
| 6M | -24.3% | +2.2% | -26.5% | -24.9% |
| YTD | -22.8% | +14.6% | -37.4% | -26.0% |
| 1Y | -28.8% | +18.9% | -47.7% | -32.6% |
| All | -7.2% | +82.6% | -89.8% | -24.3% |
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