+57.3%
BMY vs CCEP
+336.4%
-279.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.8% |
| 7D | -1.3% | -0.3% | -1.0% | -1.2% |
| 30D | +10.0% | +11.0% | -1.0% | +7.4% |
| 3M | -1.2% | +9.2% | -10.4% | -3.2% |
| 6M | +12.8% | +27.2% | -14.4% | +6.5% |
| YTD | +20.7% | +30.3% | -9.6% | +13.2% |
| 1Y | +32.6% | +28.7% | +4.0% | +24.7% |
| 3Y | +41.8% | +109.4% | -67.6% | +18.9% |
| 5Y | +29.0% | +144.1% | -115.1% | +3.1% |
| All | +57.3% | +336.4% | -279.2% | +17.2% |
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 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