+19.6%
CCEP vs BBWI
-30.9%
+50.5%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.1% | +3.9% | +0.9% |
| 7D | -1.0% | +1.6% | -2.5% | -1.1% |
| 30D | -1.6% | -6.2% | +4.6% | -1.3% |
| 3M | +11.9% | +4.3% | +7.5% | +11.5% |
| 6M | +7.5% | -7.2% | +14.6% | +7.4% |
| YTD | +18.7% | -3.0% | +21.8% | +18.9% |
| All | +19.6% | -30.9% | +50.5% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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