-22.4%
BX vs CCEP
+18.5%
-40.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.6% | -1.1% | -3.4% |
| 7D | -5.7% | -3.7% | -2.0% | -5.4% |
| 30D | -8.9% | -2.1% | -6.8% | -8.7% |
| 3M | +8.4% | +7.2% | +1.2% | +7.8% |
| 6M | +18.9% | +3.3% | +15.7% | +17.6% |
| YTD | -13.6% | +15.7% | -29.3% | -15.3% |
| 1Y | -22.4% | +16.6% | -39.0% | -24.8% |
| All | -22.4% | +18.5% | -40.9% | -24.8% |
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