+107.2%
CCEP vs BEN
+42.7%
+64.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.5% | -6.6% | -3.9% |
| 7D | -3.1% | +0.2% | -3.3% | -3.2% |
| 30D | -2.6% | -0.5% | -2.1% | -2.5% |
| 3M | +14.9% | +9.7% | +5.2% | +12.1% |
| 6M | +2.3% | +33.9% | -31.6% | -5.5% |
| YTD | +17.8% | +49.0% | -31.1% | +5.7% |
| 1Y | +24.2% | +42.1% | -17.9% | +12.5% |
| 3Y | +84.7% | +51.9% | +32.9% | +60.8% |
| All | +107.2% | +42.7% | +64.5% | +77.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling