+18.9%
CCEP vs BR
-31.2%
+50.1%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -5.7% | -6.0% | +0.2% | -5.3% |
| 30D | -3.4% | -0.9% | -2.6% | -3.2% |
| 3M | +5.5% | +16.4% | -10.9% | +4.1% |
| 6M | +2.2% | -8.2% | +10.4% | +2.1% |
| YTD | +14.6% | -23.2% | +37.9% | +19.1% |
| 1Y | +18.9% | -30.9% | +49.8% | +28.4% |
| All | +18.9% | -31.2% | +50.1% | +28.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling