+6,216.9%
BDX vs CCEP
+7,667.7%
-1,450.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | +2.5% | +1.8% | +0.8% | +2.2% |
| 30D | +13.6% | +12.2% | +1.4% | +11.1% |
| 3M | +18.9% | +10.7% | +8.3% | +16.7% |
| 6M | +51.8% | +27.5% | +24.3% | +44.9% |
| YTD | +43.3% | +31.3% | +12.0% | +35.9% |
| 1Y | +48.0% | +29.9% | +18.1% | +40.5% |
| 3Y | +23.7% | +111.1% | -87.4% | +7.2% |
| 5Y | +24.9% | +142.3% | -117.5% | +4.7% |
| 10Y | +92.2% | +335.5% | -243.3% | +41.5% |
| All | +6,216.9% | +7,667.7% | -1,450.8% | +2,543.7% |
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