+146.0%
CCEP vs BIDU
-52.2%
+198.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | +1.8% | -0.8% | +2.6% | +1.8% |
| 30D | +12.2% | -5.4% | +17.6% | +12.6% |
| 3M | +10.7% | -24.7% | +35.4% | +12.6% |
| 6M | +27.5% | -45.3% | +72.8% | +32.6% |
| YTD | +31.3% | -39.0% | +70.3% | +34.8% |
| 1Y | +29.9% | -39.6% | +69.5% | +33.3% |
| 3Y | +111.1% | -24.7% | +135.8% | +108.2% |
| All | +146.0% | -52.2% | +198.3% | +147.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling