-8.6%
BN vs CCEP
+24.3%
-32.9%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.1% |
| 7D | -2.5% | -3.1% | +0.6% | -2.1% |
| 30D | -9.5% | -2.6% | -6.9% | -9.2% |
| 3M | -10.4% | +14.9% | -25.3% | -12.2% |
| 6M | -6.4% | +2.3% | -8.6% | -7.9% |
| YTD | -11.9% | +17.8% | -29.7% | -13.2% |
| 1Y | -8.6% | +24.2% | -32.8% | -8.7% |
| All | -8.6% | +24.3% | -32.9% | -8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling