-20.3%
BROS vs CCEP
+36.9%
-57.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.8% | -2.9% | -0.7% |
| 7D | +2.5% | +4.2% | -1.8% | +0.5% |
| 30D | +15.1% | +14.2% | +0.9% | +8.4% |
| 3M | -31.4% | +9.1% | -40.5% | -34.1% |
| 6M | -22.6% | +26.9% | -49.5% | -29.9% |
| YTD | -28.1% | +29.1% | -57.2% | -34.8% |
| 1Y | -20.3% | +36.8% | -57.0% | -32.2% |
| All | -20.3% | +36.9% | -57.2% | -32.2% |
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 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