+911.5%
BE vs CCEP
+216.9%
+694.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -3.1% | +10.5% | +8.8% |
| 7D | +20.0% | -3.1% | +23.0% | +21.6% |
| 30D | +7.9% | -2.6% | +10.5% | +9.0% |
| 3M | -13.2% | +14.9% | -28.1% | -20.5% |
| 6M | +53.5% | +2.3% | +51.2% | +48.8% |
| YTD | +191.0% | +17.8% | +173.2% | +160.1% |
| 1Y | +360.5% | +24.2% | +336.3% | +293.8% |
| 3Y | +1,568.0% | +84.7% | +1,483.3% | +990.5% |
| 5Y | +1,055.2% | +103.2% | +952.0% | +597.8% |
| All | +911.5% | +216.9% | +694.6% | +445.1% |
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