+336.9%
CCEP vs TD
+300.1%
+36.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.6% |
| 7D | -0.3% | +0.6% | -0.9% | -0.6% |
| 30D | +11.0% | +5.0% | +6.0% | +7.8% |
| 3M | +9.2% | +1.1% | +8.1% | +8.1% |
| 6M | +27.2% | +16.5% | +10.7% | +15.9% |
| YTD | +30.3% | +34.3% | -4.0% | +9.1% |
| 1Y | +28.7% | +52.9% | -24.2% | -0.2% |
| 3Y | +109.4% | +132.2% | -22.8% | +23.8% |
| 5Y | +144.1% | +101.9% | +42.2% | +55.7% |
| All | +336.9% | +300.1% | +36.8% | +69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 10y: compounded portfolio wealth divided by compounded TD 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…
10y analysis · Full analysis span regression · 6 months rolling