+48.0%
BAX vs CCEP
+36.9%
+11.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.8% | +0.1% | +1.8% |
| 7D | +4.1% | +4.2% | -0.2% | +1.4% |
| 30D | +9.4% | +14.2% | -4.7% | +0.7% |
| 3M | -6.5% | +9.1% | -15.6% | -11.9% |
| 6M | +59.6% | +26.9% | +32.7% | +36.0% |
| YTD | +38.9% | +29.1% | +9.8% | +22.0% |
| 1Y | +48.0% | +36.8% | +11.2% | +23.3% |
| All | +48.0% | +36.9% | +11.1% | +23.3% |
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