+7,553.0%
CCEP vs BBWI
+1,142.2%
+6,410.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.3% | +2.3% | -0.4% |
| 7D | +2.6% | -6.2% | +8.8% | +3.7% |
| 30D | +15.1% | +19.9% | -4.8% | +11.5% |
| 3M | +7.3% | +7.1% | +0.1% | +5.4% |
| 6M | +23.4% | +13.7% | +9.8% | +19.2% |
| YTD | +29.4% | +9.6% | +19.8% | +24.5% |
| 1Y | +34.2% | -1.6% | +35.9% | +30.3% |
| 3Y | +108.4% | -25.9% | +134.2% | +103.0% |
| 5Y | +147.3% | -67.8% | +215.1% | +170.9% |
| 10Y | +301.3% | -43.5% | +344.8% | +245.5% |
| All | +7,553.0% | +1,142.2% | +6,410.8% | +2,595.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling