+26.1%
BIL vs CCEP
+336.4%
-310.3%
-0.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | 0.0% |
| 7D | +0.1% | -0.3% | +0.4% | +0.1% |
| 30D | +0.3% | +11.0% | -10.6% | +0.3% |
| 3M | +0.9% | +9.2% | -8.3% | +0.9% |
| 6M | +1.8% | +27.2% | -25.3% | +1.8% |
| YTD | +3.1% | +30.3% | -27.2% | +3.1% |
| 1Y | +3.7% | +28.7% | -25.0% | +3.7% |
| 3Y | +13.8% | +109.4% | -95.6% | +13.8% |
| 5Y | +20.2% | +144.1% | -123.8% | +20.2% |
| All | +26.1% | +336.4% | -310.3% | +26.1% |
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 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