+256.9%
BNY vs CCEP
+107.2%
+149.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | -1.3% | -2.8% | +1.5% | -0.3% |
| 30D | -0.2% | -4.0% | +3.9% | +1.2% |
| 3M | +14.9% | +5.2% | +9.7% | +12.4% |
| 6M | +40.0% | +2.7% | +37.3% | +37.8% |
| YTD | +42.0% | +14.5% | +27.5% | +33.3% |
| 1Y | +56.9% | +17.2% | +39.7% | +45.5% |
| 3Y | +289.9% | +79.3% | +210.5% | +192.0% |
| All | +256.9% | +107.2% | +149.8% | +144.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling