+7,646.6%
CCEP vs BEN
+5,192.0%
+2,454.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.3% |
| 7D | +5.4% | +12.1% | -6.8% | +1.8% |
| 30D | +12.8% | +13.4% | -0.6% | +8.5% |
| 3M | +10.9% | +9.4% | +1.5% | +7.6% |
| 6M | +25.6% | +19.3% | +6.4% | +18.5% |
| YTD | +31.0% | +57.3% | -26.3% | +13.4% |
| 1Y | +32.3% | +69.1% | -36.9% | +12.0% |
| 3Y | +110.5% | +85.6% | +24.9% | +68.0% |
| 5Y | +141.8% | +32.9% | +108.9% | +110.0% |
| 10Y | +341.1% | +58.3% | +282.8% | +242.3% |
| All | +7,646.6% | +5,192.0% | +2,454.6% | +2,202.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling