+91.2%
BKNG vs CCEP
+107.2%
-15.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -10.0% | -2.8% | -7.2% | -8.6% |
| 30D | -18.1% | -4.0% | -14.0% | -16.2% |
| 3M | +6.3% | +5.2% | +1.1% | +3.6% |
| 6M | +0.8% | +2.7% | -1.9% | -0.8% |
| YTD | -18.4% | +14.5% | -32.9% | -25.1% |
| 1Y | -20.4% | +17.2% | -37.5% | -28.0% |
| 3Y | +39.5% | +79.3% | -39.8% | -7.9% |
| All | +91.2% | +107.2% | -15.9% | +7.2% |
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