+25.6%
BIL vs CCEP
+299.9%
-274.3%
-0.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.1% | 0.0% |
| 7D | +0.1% | +1.7% | -1.6% | +0.1% |
| 30D | 0.0% | +12.7% | -12.7% | 0.0% |
| 3M | +0.6% | +8.5% | -7.9% | +0.6% |
| 6M | +1.5% | +25.6% | -24.1% | +1.5% |
| YTD | +2.8% | +30.9% | -28.1% | +2.8% |
| 1Y | +3.3% | +32.0% | -28.6% | +3.3% |
| 3Y | +13.4% | +110.9% | -97.5% | +13.4% |
| 5Y | +19.8% | +138.5% | -118.6% | +19.8% |
| 10Y | +25.6% | +302.3% | -276.7% | +25.6% |
| All | +25.6% | +299.9% | -274.3% | +25.6% |
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