+7,926.8%
BNY vs CCEP
+6,921.7%
+1,005.1%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -2.0% | -1.5% |
| 7D | +1.5% | -1.0% | +2.4% | +1.8% |
| 30D | +3.3% | -1.6% | +4.9% | +3.8% |
| 3M | +15.3% | +11.9% | +3.5% | +10.5% |
| 6M | +42.5% | +7.5% | +35.0% | +38.0% |
| YTD | +42.0% | +18.7% | +23.3% | +32.5% |
| 1Y | +59.3% | +21.4% | +37.9% | +47.1% |
| 3Y | +291.2% | +89.1% | +202.1% | +205.2% |
| 5Y | +252.1% | +108.7% | +143.3% | +162.3% |
| 10Y | +407.1% | +241.0% | +166.1% | +209.2% |
| All | +7,926.8% | +6,921.7% | +1,005.1% | +1,568.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling