+43.9%
BNY vs CCEP
+36.9%
+7.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.8% | -1.6% | +2.1% |
| 7D | +2.8% | +4.2% | -1.5% | +2.6% |
| 30D | +6.7% | +14.2% | -7.5% | +6.1% |
| 3M | -2.2% | +9.1% | -11.3% | -2.5% |
| 6M | +16.8% | +26.9% | -10.1% | +15.4% |
| YTD | +33.9% | +29.1% | +4.8% | +33.6% |
| 1Y | +43.9% | +36.8% | +7.1% | +41.9% |
| All | +43.9% | +36.9% | +7.0% | +41.9% |
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