-10.6%
BITO vs CCEP
+125.7%
-136.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.9% |
| 7D | -5.8% | -5.7% | -0.1% | -3.3% |
| 30D | +21.1% | -3.4% | +24.5% | +22.9% |
| 3M | +23.5% | +5.5% | +18.0% | +20.1% |
| 6M | +8.3% | +2.2% | +6.0% | +6.6% |
| YTD | -13.9% | +14.6% | -28.5% | -20.5% |
| 1Y | -34.5% | +18.9% | -53.5% | -41.0% |
| 3Y | +147.0% | +82.6% | +64.4% | +60.3% |
| All | -10.6% | +125.7% | -136.3% | -51.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling