+108.7%
CCEP vs BIDU
-44.5%
+153.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -7.0% | +7.7% | +1.2% |
| 7D | -1.0% | -2.4% | +1.5% | -0.9% |
| 30D | -1.6% | -15.6% | +14.0% | -0.6% |
| 3M | +11.9% | -22.3% | +34.2% | +13.6% |
| 6M | +7.5% | -22.3% | +29.7% | +8.8% |
| YTD | +18.7% | -29.2% | +47.9% | +20.7% |
| 1Y | +21.4% | -14.8% | +36.2% | +20.7% |
| 3Y | +89.1% | -31.8% | +120.9% | +90.0% |
| 5Y | +108.7% | -43.1% | +151.8% | +106.0% |
| All | +108.7% | -44.5% | +153.2% | +106.0% |
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