+1,335.7%
BP vs CCEP
+6,869.6%
-5,533.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +1.2% |
| 7D | +3.9% | -3.1% | +7.0% | +4.6% |
| 30D | +7.6% | -2.6% | +10.2% | +8.2% |
| 3M | +0.7% | +14.9% | -14.2% | -2.8% |
| 6M | +15.5% | +2.3% | +13.2% | +14.1% |
| YTD | +30.8% | +17.8% | +13.0% | +24.9% |
| 1Y | +34.3% | +24.2% | +10.1% | +26.5% |
| 3Y | +35.1% | +84.7% | -49.7% | +15.1% |
| 5Y | +126.8% | +103.2% | +23.6% | +87.3% |
| 10Y | +123.4% | +257.4% | -134.0% | +62.3% |
| All | +1,335.7% | +6,869.6% | -5,533.9% | +552.2% |
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 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