+125.9%
CCEP vs BBIO
+136.7%
-10.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -2.8% | -3.2% | +0.4% | -2.6% |
| 30D | -4.0% | -13.6% | +9.6% | -3.0% |
| 3M | +5.2% | +7.2% | -2.0% | +4.4% |
| 6M | +2.7% | +1.5% | +1.2% | +2.2% |
| YTD | +14.5% | -5.3% | +19.8% | +14.3% |
| 1Y | +17.2% | +37.7% | -20.6% | +13.2% |
| 3Y | +79.3% | +153.9% | -74.6% | +61.6% |
| 5Y | +106.8% | +43.9% | +62.9% | +72.9% |
| All | +125.9% | +136.7% | -10.8% | +56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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