+32.8%
CCEP vs BR
-11.4%
+44.2%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.9% | +1.3% |
| 7D | +2.1% | +1.1% | +1.0% | +2.0% |
| 30D | +10.6% | +14.4% | -3.8% | +9.2% |
| 3M | +10.3% | +12.4% | -2.1% | +9.1% |
| 6M | +31.1% | +35.4% | -4.4% | +28.1% |
| YTD | +32.1% | -12.2% | +44.3% | +29.1% |
| 1Y | +32.8% | -12.7% | +45.6% | +29.7% |
| All | +32.8% | -11.4% | +44.2% | +29.7% |
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