+18.9%
CCEP vs TECH
+34.5%
-15.6%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | -5.7% | -0.5% | -5.2% | -5.7% |
| 30D | -3.4% | 0.0% | -3.4% | -3.4% |
| 3M | +5.5% | +37.4% | -31.9% | +5.4% |
| 6M | +2.2% | +36.9% | -34.6% | +1.7% |
| YTD | +14.6% | +23.1% | -8.5% | +13.7% |
| 1Y | +18.9% | +42.2% | -23.3% | +19.4% |
| All | +18.9% | +34.5% | -15.6% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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