+55.3%
BE vs CCEP
+36.9%
+18.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.8% | -10.2% | -3.5% |
| 7D | -12.1% | +4.2% | -16.4% | -8.9% |
| 30D | -30.1% | +14.2% | -44.3% | -22.7% |
| 3M | -12.1% | +9.1% | -21.3% | -5.2% |
| 6M | -30.6% | +26.9% | -57.4% | -19.4% |
| YTD | +130.6% | +29.1% | +101.6% | +164.5% |
| 1Y | +55.3% | +36.8% | +18.5% | +74.3% |
| All | +55.3% | +36.9% | +18.4% | +74.3% |
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