+81.0%
BSX vs CCEP
+236.1%
-155.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | -10.1% | -2.8% | -7.3% | -9.1% |
| 30D | -16.4% | -4.0% | -12.4% | -15.2% |
| 3M | -8.9% | +5.2% | -14.1% | -11.0% |
| 6M | -38.3% | +2.7% | -41.0% | -39.3% |
| YTD | -54.9% | +14.5% | -69.4% | -57.7% |
| 1Y | -58.8% | +17.2% | -76.0% | -61.8% |
| 3Y | -21.2% | +79.3% | -100.6% | -39.2% |
| 5Y | -3.3% | +106.8% | -110.1% | -30.9% |
| All | +81.0% | +236.1% | -155.2% | +11.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling