+13,071.1%
BLK vs CCEP
+1,521.4%
+11,549.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.1% |
| 7D | -2.4% | -1.0% | -1.4% | -2.1% |
| 30D | -3.1% | -1.6% | -1.5% | -2.6% |
| 3M | +10.7% | +11.9% | -1.2% | +6.5% |
| 6M | +15.9% | +7.5% | +8.4% | +12.8% |
| YTD | +4.0% | +18.7% | -14.7% | -2.2% |
| 1Y | +1.3% | +21.4% | -20.1% | -5.6% |
| 3Y | +69.6% | +89.1% | -19.5% | +35.8% |
| 5Y | +33.8% | +108.7% | -74.9% | +3.0% |
| 10Y | +276.2% | +241.0% | +35.2% | +142.0% |
| All | +13,071.1% | +1,521.4% | +11,549.7% | +4,915.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling