+113.8%
SYY vs CCEP
+236.1%
-122.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.2% |
| 7D | +3.9% | -2.8% | +6.8% | +5.6% |
| 30D | -1.7% | -4.0% | +2.3% | +0.4% |
| 3M | +5.2% | +5.2% | 0.0% | +1.7% |
| 6M | -0.2% | +2.7% | -2.9% | -2.4% |
| YTD | +15.4% | +14.5% | +0.9% | +5.7% |
| 1Y | +5.6% | +17.2% | -11.6% | -4.7% |
| 3Y | +28.9% | +79.3% | -50.5% | -12.0% |
| 5Y | +24.1% | +106.8% | -82.7% | -24.7% |
| All | +113.8% | +236.1% | -122.3% | +3.1% |
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 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