+230.4%
CCEP vs BNS
+187.0%
+43.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.4% |
| 7D | -5.7% | -2.2% | -3.6% | -4.6% |
| 30D | -3.4% | +4.5% | -7.9% | -6.0% |
| 3M | +5.5% | +14.9% | -9.4% | -3.0% |
| 6M | +2.2% | +32.5% | -30.3% | -13.5% |
| YTD | +14.6% | +28.6% | -14.0% | -1.6% |
| 1Y | +18.9% | +48.4% | -29.4% | -6.2% |
| 3Y | +82.6% | +130.8% | -48.2% | +8.3% |
| 5Y | +107.0% | +94.8% | +12.2% | +35.3% |
| All | +230.4% | +187.0% | +43.4% | +64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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