+13.4%
SYY vs CCEP
+140.5%
-127.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.0% |
| 7D | 0.0% | +1.8% | -1.8% | -0.8% |
| 30D | -2.2% | +12.2% | -14.4% | -6.9% |
| 3M | -8.0% | +10.7% | -18.7% | -12.0% |
| 6M | +7.5% | +27.5% | -20.0% | -3.5% |
| YTD | +7.4% | +31.3% | -23.9% | -5.0% |
| 1Y | +4.9% | +29.9% | -25.0% | -6.9% |
| 3Y | +24.1% | +111.1% | -87.0% | -13.6% |
| 5Y | +13.4% | +142.3% | -129.0% | -29.0% |
| All | +13.4% | +140.5% | -127.1% | -29.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling