+343.1%
CCEP vs BR
+277.7%
+65.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.9% | +1.2% |
| 7D | +2.1% | +1.1% | +1.0% | +1.7% |
| 30D | +10.6% | +14.4% | -3.8% | +5.5% |
| 3M | +10.3% | +12.4% | -2.1% | +5.8% |
| 6M | +31.1% | +35.4% | -4.4% | +16.7% |
| YTD | +32.1% | -12.2% | +44.3% | +37.3% |
| 1Y | +32.8% | -12.7% | +45.6% | +38.3% |
| 3Y | +111.3% | +14.3% | +97.1% | +94.7% |
| 5Y | +147.5% | +19.3% | +128.2% | +119.6% |
| All | +343.1% | +277.7% | +65.4% | +176.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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