-34.8%
BROS vs CCEP
+24.3%
-59.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.1% | +3.8% | +1.9% |
| 7D | -6.7% | -3.1% | -3.6% | -5.6% |
| 30D | -29.1% | -2.6% | -26.5% | -28.3% |
| 3M | -16.7% | +14.9% | -31.6% | -20.9% |
| 6M | -11.6% | +2.3% | -13.9% | -14.2% |
| YTD | -23.9% | +17.8% | -41.8% | -28.3% |
| 1Y | -34.8% | +24.2% | -59.0% | -39.0% |
| All | -34.8% | +24.3% | -59.1% | -39.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling