+5,308.1%
BDX vs CCEP
+6,869.6%
-1,561.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.6% | -1.0% |
| 7D | -2.5% | -3.1% | +0.5% | -2.0% |
| 30D | +8.3% | -2.6% | +10.8% | +8.7% |
| 3M | +24.4% | +14.9% | +9.5% | +21.2% |
| 6M | +9.2% | +2.3% | +6.9% | +8.6% |
| YTD | +22.7% | +17.8% | +4.9% | +18.8% |
| 1Y | +25.9% | +24.2% | +1.7% | +20.6% |
| 3Y | -10.5% | +84.7% | -95.2% | -20.5% |
| 5Y | +1.9% | +103.2% | -101.3% | -11.8% |
| 10Y | +58.7% | +257.4% | -198.7% | +20.9% |
| All | +5,308.1% | +6,869.6% | -1,561.6% | +2,210.4% |
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 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