+33.7%
BP vs CCEP
+86.4%
-52.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +0.7% |
| 7D | +3.9% | -3.1% | +7.0% | +4.1% |
| 30D | +7.6% | -2.6% | +10.2% | +7.7% |
| 3M | +0.7% | +14.9% | -14.2% | -0.7% |
| 6M | +15.5% | +2.3% | +13.2% | +15.8% |
| YTD | +30.8% | +17.8% | +13.0% | +27.5% |
| 1Y | +34.3% | +24.2% | +10.1% | +29.3% |
| All | +33.7% | +86.4% | -52.7% | +23.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling