+107.2%
CCEP vs TECH
-42.5%
+149.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | -2.6% | +0.7% | -3.3% | -2.7% |
| 3M | +14.9% | +36.3% | -21.4% | +9.7% |
| 6M | +2.3% | +25.6% | -23.3% | -1.9% |
| YTD | +17.8% | +23.7% | -5.8% | +12.9% |
| 1Y | +24.2% | +37.6% | -13.4% | +16.2% |
| 3Y | +84.7% | -6.6% | +91.3% | +82.9% |
| All | +107.2% | -42.5% | +149.7% | +116.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling