+1,633.8%
CCEP vs BRKR
+172.5%
+1,461.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | -2.8% | -8.7% | +5.8% | -1.8% |
| 30D | -4.0% | -9.9% | +5.8% | -3.0% |
| 3M | +5.2% | -3.1% | +8.3% | +4.9% |
| 6M | +2.7% | +45.5% | -42.8% | -2.8% |
| YTD | +14.5% | +13.7% | +0.8% | +11.1% |
| 1Y | +17.2% | +67.4% | -50.3% | +8.3% |
| 3Y | +79.3% | -13.2% | +92.5% | +75.0% |
| 5Y | +106.8% | -39.5% | +146.2% | +108.4% |
| 10Y | +234.7% | +153.5% | +81.3% | +187.0% |
| All | +1,633.8% | +172.5% | +1,461.3% | +1,162.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling