+6,869.6%
CCEP vs TECH
+101,053.8%
-94,184.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +10.5% |
| 6M | +2.3% | +25.6% | -23.3% | -1.3% |
| YTD | +17.8% | +23.7% | -5.8% | +13.7% |
| 1Y | +24.2% | +37.6% | -13.4% | +17.9% |
| 3Y | +84.7% | -6.6% | +91.3% | +80.8% |
| 5Y | +103.2% | -42.2% | +145.4% | +108.5% |
| 10Y | +257.4% | +187.6% | +69.8% | +204.1% |
| All | +6,869.6% | +101,053.8% | -94,184.2% | +3,998.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling