+107.0%
CCEP vs BTG
+74.4%
+32.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.3% | -0.6% |
| 7D | -5.7% | -5.8% | +0.1% | -5.3% |
| 30D | -3.4% | +5.7% | -9.1% | -3.9% |
| 3M | +5.5% | +38.1% | -32.6% | +2.3% |
| 6M | +2.2% | +0.3% | +1.9% | +1.5% |
| YTD | +14.6% | +19.9% | -5.3% | +11.6% |
| 1Y | +18.9% | +24.6% | -5.7% | +14.6% |
| 3Y | +82.6% | +96.6% | -14.0% | +64.3% |
| 5Y | +107.0% | +77.7% | +29.3% | +83.4% |
| All | +107.0% | +74.4% | +32.6% | +83.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 5y: compounded portfolio wealth divided by compounded BTG 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…
5y analysis · Full analysis span regression · 6 months rolling