-10.6%
BITO vs CCEP
+125.5%
-136.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -3.4% | -2.8% | -0.6% | -2.2% |
| 30D | +21.4% | -4.0% | +25.4% | +23.6% |
| 3M | +20.5% | +5.2% | +15.3% | +17.3% |
| 6M | +7.4% | +2.7% | +4.7% | +5.5% |
| YTD | -13.9% | +14.5% | -28.4% | -20.4% |
| 1Y | -35.1% | +17.2% | -52.2% | -41.0% |
| 3Y | +156.8% | +79.3% | +77.5% | +68.9% |
| All | -10.6% | +125.5% | -136.0% | -50.9% |
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