+593.0%
BE vs CCEP
+247.9%
+345.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.0% | +4.4% | +3.8% |
| 7D | -14.7% | +2.6% | -17.3% | -16.1% |
| 30D | -40.5% | +15.1% | -55.7% | -44.9% |
| 3M | -24.3% | +7.3% | -31.6% | -27.8% |
| 6M | -39.3% | +23.4% | -62.7% | -46.8% |
| YTD | +99.4% | +29.4% | +70.0% | +68.6% |
| 1Y | +26.6% | +34.2% | -7.7% | +4.4% |
| 3Y | +1,616.9% | +108.4% | +1,508.6% | +940.2% |
| 5Y | +441.4% | +147.3% | +294.1% | +190.6% |
| All | +593.0% | +247.9% | +345.0% | +253.4% |
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