+275.1%
BLK vs CCEP
+236.1%
+38.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.7% |
| 7D | -3.3% | -2.8% | -0.5% | -2.2% |
| 30D | -6.5% | -4.0% | -2.5% | -5.0% |
| 3M | +6.7% | +5.2% | +1.5% | +4.3% |
| 6M | +14.7% | +2.7% | +12.0% | +12.9% |
| YTD | +2.5% | +14.5% | -12.0% | -3.9% |
| 1Y | -2.8% | +17.2% | -19.9% | -9.9% |
| 3Y | +65.9% | +79.3% | -13.5% | +26.7% |
| 5Y | +33.0% | +106.8% | -73.8% | -5.9% |
| All | +275.1% | +236.1% | +38.9% | +136.0% |
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 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