+28.7%
CCEP vs BEN
+64.2%
-35.5%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.7% |
| 7D | -0.3% | +11.3% | -11.6% | -1.1% |
| 30D | +11.0% | +15.0% | -4.0% | +9.6% |
| 3M | +9.2% | +7.8% | +1.4% | +8.5% |
| 6M | +27.2% | +15.5% | +11.7% | +25.2% |
| YTD | +30.3% | +55.4% | -25.1% | +22.8% |
| 1Y | +28.7% | +63.3% | -34.6% | +20.1% |
| All | +28.7% | +64.2% | -35.5% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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