-15.5%
BTDR vs CCEP
+16.3%
-31.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.9% | -5.6% | -6.6% |
| 7D | -3.2% | -5.7% | +2.6% | -3.7% |
| 30D | +32.7% | -3.4% | +36.1% | +32.2% |
| 3M | -28.4% | +5.5% | -33.9% | -28.1% |
| 6M | +51.7% | +2.2% | +49.5% | +45.8% |
| YTD | +2.9% | +14.6% | -11.8% | +8.8% |
| 1Y | -15.5% | +18.9% | -34.4% | -2.9% |
| All | -15.5% | +16.3% | -31.8% | -2.9% |
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 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