+24.0%
SYY vs CCEP
+89.4%
-65.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | -2.8% | -1.0% | -1.8% | -2.4% |
| 30D | -5.3% | -1.6% | -3.7% | -4.8% |
| 3M | +5.1% | +11.9% | -6.8% | +0.8% |
| 6M | -5.0% | +7.5% | -12.4% | -7.8% |
| YTD | +10.7% | +18.7% | -8.0% | +3.7% |
| 1Y | +0.7% | +21.4% | -20.7% | -6.4% |
| 3Y | +24.0% | +89.1% | -65.1% | -3.1% |
| All | +24.0% | +89.4% | -65.4% | -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 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