+32.8%
CCEP vs BG
+8.3%
+24.5%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | +1.4% |
| 7D | +2.1% | +2.6% | -0.5% | +2.0% |
| 30D | +10.6% | -6.7% | +17.3% | +10.6% |
| 3M | +10.3% | -9.3% | +19.6% | +10.3% |
| 6M | +31.1% | -18.3% | +49.4% | +32.5% |
| YTD | +32.1% | +16.2% | +15.9% | +25.0% |
| 1Y | +32.8% | +7.6% | +25.2% | +29.1% |
| All | +32.8% | +8.3% | +24.5% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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