+406.7%
BNY vs CCEP
+236.1%
+170.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | -1.3% | -2.8% | +1.5% | -0.2% |
| 30D | -0.2% | -4.0% | +3.9% | +1.5% |
| 3M | +14.9% | +5.2% | +9.7% | +12.0% |
| 6M | +40.0% | +2.7% | +37.3% | +37.3% |
| YTD | +42.0% | +14.5% | +27.5% | +32.3% |
| 1Y | +56.9% | +17.2% | +39.7% | +44.3% |
| 3Y | +289.9% | +79.3% | +210.5% | +190.3% |
| 5Y | +259.2% | +106.8% | +152.4% | +145.3% |
| All | +406.7% | +236.1% | +170.6% | +207.2% |
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