+71.4%
BTI vs CCEP
+236.1%
-164.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -0.2% | -2.8% | +2.6% | +0.8% |
| 30D | -1.1% | -4.0% | +3.0% | +0.3% |
| 3M | -8.8% | +5.2% | -14.0% | -10.4% |
| 6M | -4.0% | +2.7% | -6.7% | -5.0% |
| YTD | +0.4% | +14.5% | -14.2% | -4.3% |
| 1Y | +1.9% | +17.2% | -15.2% | -3.7% |
| 3Y | +108.5% | +79.3% | +29.2% | +69.1% |
| 5Y | +118.5% | +106.8% | +11.8% | +65.7% |
| All | +71.4% | +236.1% | -164.7% | +5.7% |
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