+261.6%
BN vs CCEP
+244.1%
+17.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.7% | -3.3% | -3.0% |
| 7D | -1.2% | -1.0% | -0.2% | -0.7% |
| 30D | -10.9% | -1.6% | -9.3% | -10.2% |
| 3M | -11.1% | +11.9% | -22.9% | -16.6% |
| 6M | -4.4% | +7.5% | -11.8% | -8.7% |
| YTD | -14.1% | +18.7% | -32.9% | -22.8% |
| 1Y | -11.1% | +21.4% | -32.5% | -21.3% |
| 3Y | +75.6% | +89.1% | -13.6% | +19.6% |
| 5Y | +35.8% | +108.7% | -72.9% | -14.2% |
| 10Y | +261.6% | +241.0% | +20.6% | +84.2% |
| All | +261.6% | +244.1% | +17.5% | +84.2% |
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