-49.6%
BTDR vs CCEP
+30.9%
-80.5%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +1.4% | -10.0% | -8.2% |
| 7D | -6.9% | +2.1% | -9.0% | -6.2% |
| 30D | -31.5% | +10.6% | -42.1% | -29.8% |
| 3M | -36.1% | +10.3% | -46.4% | -34.2% |
| 6M | -57.6% | +31.1% | -88.7% | -57.7% |
| YTD | -50.0% | +32.1% | -82.2% | -46.6% |
| 1Y | -49.6% | +32.8% | -82.4% | -45.4% |
| All | -49.6% | +30.9% | -80.5% | -45.4% |
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