+1,555.7%
CCEP vs BR
+1,321.0%
+234.7%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.4% | +0.3% | -1.8% |
| 7D | -3.1% | -5.3% | +2.2% | -1.0% |
| 30D | -2.6% | +6.4% | -9.0% | -5.1% |
| 3M | +14.9% | +13.6% | +1.3% | +8.6% |
| 6M | +2.3% | -6.7% | +9.0% | +3.8% |
| YTD | +17.8% | -21.1% | +38.9% | +27.5% |
| 1Y | +24.2% | -29.6% | +53.8% | +40.7% |
| 3Y | +84.7% | -2.4% | +87.1% | +80.2% |
| 5Y | +103.2% | +11.2% | +91.9% | +84.0% |
| 10Y | +257.4% | +191.8% | +65.6% | +107.5% |
| All | +1,555.7% | +1,321.0% | +234.7% | +328.6% |
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