+251.7%
BAC vs CCEP
+299.9%
-48.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.2% | +1.1% | +1.7% |
| 7D | +2.0% | +1.7% | +0.3% | +1.2% |
| 30D | -6.9% | +12.7% | -19.6% | -12.2% |
| 3M | -19.6% | +8.5% | -28.1% | -23.0% |
| 6M | -0.5% | +25.6% | -26.0% | -11.4% |
| YTD | -6.6% | +30.9% | -37.5% | -19.2% |
| 1Y | -3.0% | +32.0% | -34.9% | -16.4% |
| 3Y | +97.3% | +110.9% | -13.6% | +30.5% |
| 5Y | +21.9% | +138.5% | -116.6% | -26.2% |
| 10Y | +251.7% | +302.3% | -50.7% | +80.9% |
| All | +251.7% | +299.9% | -48.3% | +80.9% |
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