+125.0%
BP vs CCEP
+244.1%
-119.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.7% | +2.1% |
| 7D | +0.9% | -1.0% | +1.9% | +1.3% |
| 30D | +9.1% | -1.6% | +10.7% | +9.7% |
| 3M | +3.9% | +11.9% | -7.9% | -1.4% |
| 6M | +13.6% | +7.5% | +6.2% | +9.0% |
| YTD | +34.0% | +18.7% | +15.3% | +22.7% |
| 1Y | +39.2% | +21.4% | +17.8% | +25.8% |
| 3Y | +36.4% | +89.1% | -52.7% | -1.1% |
| 5Y | +135.8% | +108.7% | +27.1% | +59.2% |
| 10Y | +125.0% | +241.0% | -115.9% | +31.1% |
| All | +125.0% | +244.1% | -119.0% | +31.1% |
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 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