+230.1%
CCEP vs TKO
+989.7%
-759.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | -2.8% | +2.3% | -5.1% | -3.2% |
| 30D | -4.0% | -2.5% | -1.5% | -3.7% |
| 3M | +5.2% | -10.6% | +15.8% | +6.8% |
| 6M | +2.7% | -5.1% | +7.8% | +3.1% |
| YTD | +14.5% | -8.2% | +22.7% | +15.4% |
| 1Y | +17.2% | -4.4% | +21.6% | +17.1% |
| 3Y | +79.3% | +100.4% | -21.0% | +56.5% |
| 5Y | +106.8% | +294.3% | -187.5% | +56.4% |
| All | +230.1% | +989.7% | -759.6% | +128.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TKO.
Daily Out/Under-Performance
Portfolio return minus TKO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TKO 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 TKO 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