+7,553.0%
CCEP vs BEN
+4,818.7%
+2,734.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.7% | -5.7% | -2.3% |
| 7D | +2.6% | +6.6% | -4.0% | +0.6% |
| 30D | +15.1% | +3.8% | +11.3% | +13.7% |
| 3M | +7.3% | +0.2% | +7.1% | +6.9% |
| 6M | +23.4% | +10.4% | +13.0% | +19.1% |
| YTD | +29.4% | +46.2% | -16.8% | +14.5% |
| 1Y | +34.2% | +52.3% | -18.0% | +17.1% |
| 3Y | +108.4% | +65.9% | +42.4% | +71.9% |
| 5Y | +147.3% | +20.6% | +126.7% | +121.0% |
| 10Y | +301.3% | +64.8% | +236.5% | +207.1% |
| All | +7,553.0% | +4,818.7% | +2,734.4% | +2,224.4% |
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