-11.8%
BA vs CCEP
+36.6%
-48.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.7% |
| 7D | +1.1% | +2.6% | -1.5% | +0.5% |
| 30D | -7.9% | +15.1% | -23.1% | -10.7% |
| 3M | -25.3% | +7.3% | -32.6% | -26.4% |
| 6M | -24.6% | +23.4% | -48.0% | -28.3% |
| YTD | -20.1% | +29.4% | -49.5% | -23.5% |
| 1Y | -11.8% | +34.2% | -46.0% | -16.4% |
| All | -11.8% | +36.6% | -48.4% | -16.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling