+72,563.2%
BBY vs CCEP
+6,869.6%
+65,693.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.1% | +6.3% | +4.1% |
| 7D | +9.5% | -3.1% | +12.6% | +10.4% |
| 30D | +6.8% | -2.6% | +9.4% | +7.6% |
| 3M | +28.9% | +14.9% | +13.9% | +23.7% |
| 6M | +37.8% | +2.3% | +35.5% | +36.4% |
| YTD | +38.7% | +17.8% | +20.9% | +31.6% |
| 1Y | +23.7% | +24.2% | -0.5% | +15.4% |
| 3Y | +39.1% | +84.7% | -45.6% | +14.5% |
| 5Y | -0.4% | +103.2% | -103.6% | -20.9% |
| 10Y | +234.0% | +257.4% | -23.4% | +117.9% |
| All | +72,563.2% | +6,869.6% | +65,693.5% | +16,546.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling