-31.5%
BROS vs CCEP
+18.5%
-50.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.6% | -0.9% |
| 7D | -6.6% | -3.7% | -2.9% | -5.2% |
| 30D | -12.3% | -2.1% | -10.3% | -11.7% |
| 3M | -22.2% | +7.2% | -29.4% | -24.5% |
| 6M | -14.3% | +3.3% | -17.6% | -16.6% |
| YTD | -26.6% | +15.7% | -42.2% | -30.9% |
| 1Y | -31.5% | +16.6% | -48.1% | -36.3% |
| All | -31.5% | +18.5% | -50.0% | -36.3% |
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