+173.2%
BKR vs CCEP
+107.4%
+65.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.8% | -6.5% |
| 7D | -6.7% | -5.7% | -0.9% | -5.5% |
| 30D | -8.3% | -3.4% | -4.9% | -7.7% |
| 3M | -5.4% | +5.5% | -10.9% | -6.8% |
| 6M | +0.8% | +2.2% | -1.4% | -0.1% |
| YTD | +31.8% | +14.6% | +17.2% | +27.0% |
| 1Y | +28.6% | +18.9% | +9.7% | +22.5% |
| 3Y | +71.2% | +82.6% | -11.4% | +46.5% |
| All | +173.2% | +107.4% | +65.8% | +129.6% |
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 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