+108.7%
CCEP vs BB
-27.1%
+135.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.2% | -1.5% | +0.6% |
| 7D | -1.0% | +0.5% | -1.5% | -1.0% |
| 30D | -1.6% | -12.4% | +10.8% | -0.8% |
| 3M | +11.9% | -15.3% | +27.1% | +12.5% |
| 6M | +7.5% | +128.8% | -121.3% | -1.3% |
| YTD | +18.7% | +107.7% | -88.9% | +9.9% |
| 1Y | +21.4% | +103.9% | -82.5% | +12.0% |
| 3Y | +89.1% | +72.6% | +16.5% | +72.6% |
| 5Y | +108.7% | -24.3% | +133.0% | +105.8% |
| All | +108.7% | -27.1% | +135.8% | +105.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling