+238.1%
CCEP vs BIDU
-50.6%
+288.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.5% |
| 7D | -3.7% | -2.4% | -1.2% | -3.5% |
| 30D | -2.1% | -16.0% | +13.9% | -0.5% |
| 3M | +7.2% | -24.0% | +31.2% | +9.9% |
| 6M | +3.3% | -24.9% | +28.1% | +5.6% |
| YTD | +15.7% | -29.6% | +45.3% | +18.6% |
| 1Y | +16.6% | -15.2% | +31.7% | +16.1% |
| 3Y | +84.3% | -32.2% | +116.4% | +85.4% |
| 5Y | +109.0% | -43.8% | +152.8% | +106.8% |
| 10Y | +238.1% | -49.5% | +287.6% | +189.4% |
| All | +238.1% | -50.6% | +288.8% | +189.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 10y: compounded portfolio wealth divided by compounded BIDU 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…
10y analysis · Full analysis span regression · 6 months rolling