+1,073.2%
CCEP vs BB
+325.9%
+747.2%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +0.9% | +0.1% |
| 7D | +5.4% | +11.6% | -6.2% | +4.6% |
| 30D | +12.8% | +2.6% | +10.2% | +12.3% |
| 3M | +10.9% | +3.5% | +7.4% | +10.1% |
| 6M | +25.6% | +43.5% | -17.9% | +21.3% |
| YTD | +31.0% | +141.2% | -110.2% | +21.7% |
| 1Y | +32.3% | +97.4% | -65.1% | +24.4% |
| 3Y | +110.5% | +151.1% | -40.6% | +90.2% |
| 5Y | +141.8% | -12.8% | +154.6% | +130.9% |
| 10Y | +341.1% | +27.5% | +313.7% | +281.0% |
| All | +1,073.2% | +325.9% | +747.2% | +879.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling