+289.2%
BN vs CCEP
+315.0%
-25.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.4% |
| 7D | +4.3% | +5.4% | -1.1% | +1.5% |
| 30D | +14.3% | +12.8% | +1.5% | +7.2% |
| 3M | -4.1% | +10.9% | -15.0% | -9.4% |
| 6M | -9.7% | +25.6% | -35.3% | -20.7% |
| YTD | -7.1% | +31.0% | -38.1% | -20.9% |
| 1Y | -7.4% | +32.3% | -39.7% | -21.6% |
| 3Y | +102.3% | +110.5% | -8.2% | +29.5% |
| 5Y | +35.9% | +141.8% | -105.9% | -20.9% |
| 10Y | +289.2% | +341.1% | -52.0% | +79.5% |
| All | +289.2% | +315.0% | -25.8% | +79.5% |
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