+642.7%
BX vs CCEP
+236.5%
+406.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.4% |
| 7D | -8.9% | -5.7% | -3.2% | -6.2% |
| 30D | -14.8% | -3.4% | -11.4% | -13.3% |
| 3M | +6.9% | +5.5% | +1.4% | +3.6% |
| 6M | +16.3% | +2.2% | +14.1% | +14.0% |
| YTD | -16.1% | +14.6% | -30.7% | -23.0% |
| 1Y | -26.8% | +18.9% | -45.7% | -34.3% |
| 3Y | +22.4% | +82.6% | -60.2% | -14.5% |
| 5Y | +16.0% | +107.0% | -91.0% | -25.1% |
| All | +642.7% | +236.5% | +406.2% | +303.6% |
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