+230.4%
CCEP vs BB
-0.1%
+230.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.7% | +1.8% | -0.7% |
| 7D | -5.7% | -2.1% | -3.7% | -5.6% |
| 30D | -3.4% | -16.0% | +12.6% | -2.2% |
| 3M | +5.5% | -14.5% | +20.0% | +6.1% |
| 6M | +2.2% | +118.6% | -116.3% | -5.8% |
| YTD | +14.6% | +98.9% | -84.3% | +6.4% |
| 1Y | +18.9% | +99.5% | -80.5% | +9.8% |
| 3Y | +82.6% | +65.4% | +17.2% | +66.3% |
| 5Y | +107.0% | -27.6% | +134.6% | +99.0% |
| All | +230.4% | -0.1% | +230.6% | +133.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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