+152.8%
BTI vs CCEP
+140.5%
+12.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | -3.0% | +1.8% | -4.8% | -3.6% |
| 30D | +9.8% | +12.2% | -2.4% | +5.4% |
| 3M | +9.2% | +10.7% | -1.5% | +5.3% |
| 6M | +4.0% | +27.5% | -23.4% | -4.4% |
| YTD | +12.7% | +31.3% | -18.7% | +2.5% |
| 1Y | +15.9% | +29.9% | -14.0% | +5.9% |
| 3Y | +148.9% | +111.1% | +37.8% | +91.4% |
| 5Y | +152.8% | +142.3% | +10.4% | +78.9% |
| All | +152.8% | +140.5% | +12.3% | +78.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling