+36.8%
CCEP vs BRKR
+65.8%
-29.1%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +12.9% | -9.1% | +3.5% |
| 7D | +4.2% | +2.9% | +1.4% | +4.1% |
| 30D | +14.2% | -0.1% | +14.3% | +14.2% |
| 3M | +9.1% | +26.9% | -17.8% | +8.1% |
| 6M | +26.9% | +75.6% | -48.7% | +22.1% |
| YTD | +29.1% | +35.8% | -6.8% | +22.8% |
| 1Y | +36.8% | +58.6% | -21.9% | +26.1% |
| All | +36.8% | +65.8% | -29.1% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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