+7,309.7%
CCEP vs BWA
+3,492.4%
+3,817.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.8% | -5.9% | -3.8% |
| 7D | -3.1% | +5.7% | -8.7% | -4.4% |
| 30D | -2.6% | +1.4% | -4.0% | -3.2% |
| 3M | +14.9% | -12.1% | +27.0% | +17.8% |
| 6M | +2.3% | +28.6% | -26.3% | -5.0% |
| YTD | +17.8% | +51.1% | -33.2% | +4.2% |
| 1Y | +24.2% | +55.9% | -31.7% | +8.7% |
| 3Y | +84.7% | +70.1% | +14.6% | +54.0% |
| 5Y | +103.2% | +90.7% | +12.5% | +62.0% |
| 10Y | +257.4% | +154.0% | +103.4% | +151.0% |
| All | +7,309.7% | +3,492.4% | +3,817.3% | +2,951.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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