+73.5%
BA vs CCEP
+257.1%
-183.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +2.7% |
| 7D | +1.2% | -3.1% | +4.2% | +3.0% |
| 30D | -11.6% | -2.6% | -9.0% | -10.4% |
| 3M | -2.4% | +14.9% | -17.3% | -10.9% |
| 6M | -6.6% | +2.3% | -8.9% | -8.7% |
| YTD | -2.2% | +17.8% | -20.1% | -12.9% |
| 1Y | -8.0% | +24.2% | -32.2% | -21.1% |
| 3Y | -5.0% | +84.7% | -89.7% | -39.6% |
| 5Y | -2.7% | +103.2% | -105.9% | -43.4% |
| All | +73.5% | +257.1% | -183.6% | -22.5% |
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