+1,756.2%
CCEP vs BR
+1,481.8%
+274.4%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.9% |
| 3M | +10.3% | +12.4% | -2.1% | +5.3% |
| 6M | +31.1% | +35.4% | -4.4% | +15.2% |
| YTD | +32.1% | -12.2% | +44.3% | +36.9% |
| 1Y | +32.8% | -12.7% | +45.6% | +38.0% |
| 3Y | +111.3% | +14.3% | +97.1% | +93.6% |
| 5Y | +147.5% | +19.3% | +128.2% | +118.6% |
| 10Y | +338.1% | +278.1% | +59.9% | +128.6% |
| All | +1,756.2% | +1,481.8% | +274.4% | +360.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling