+110.9%
CCEP vs TECH
+25.7%
+85.2%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | +1.7% | +0.2% | +1.4% | +1.6% |
| 30D | +12.7% | +0.5% | +12.2% | +12.7% |
| 3M | +8.5% | +0.9% | +7.6% | +8.4% |
| 6M | +25.6% | +51.0% | -25.5% | +21.8% |
| YTD | +30.9% | +24.4% | +6.5% | +28.1% |
| 1Y | +32.0% | +27.6% | +4.4% | +28.7% |
| 3Y | +110.9% | +29.9% | +81.0% | +100.2% |
| All | +110.9% | +25.7% | +85.2% | +100.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling