+977.1%
BE vs CCEP
+211.1%
+766.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.6% | -0.3% | -1.6% |
| 7D | +23.9% | -3.7% | +27.6% | +26.1% |
| 30D | +27.8% | -2.1% | +29.9% | +28.8% |
| 3M | +3.7% | +7.2% | -3.4% | -1.4% |
| 6M | +78.0% | +3.3% | +74.7% | +71.1% |
| YTD | +209.9% | +15.7% | +194.2% | +179.5% |
| 1Y | +389.6% | +16.6% | +373.0% | +333.9% |
| 3Y | +1,730.6% | +84.3% | +1,646.3% | +1,096.0% |
| 5Y | +1,227.8% | +109.0% | +1,118.8% | +686.6% |
| All | +977.1% | +211.1% | +766.1% | +485.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling