+230.4%
CCEP vs TRGP
+868.8%
-638.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | -5.7% | -0.6% | -5.2% | -5.6% |
| 30D | -3.4% | +10.0% | -13.4% | -5.1% |
| 3M | +5.5% | +7.6% | -2.1% | +3.8% |
| 6M | +2.2% | +26.8% | -24.6% | -2.6% |
| YTD | +14.6% | +60.6% | -45.9% | +4.5% |
| 1Y | +18.9% | +82.5% | -63.6% | +5.6% |
| 3Y | +82.6% | +265.0% | -182.4% | +39.7% |
| 5Y | +107.0% | +645.9% | -538.9% | +36.1% |
| All | +230.4% | +868.8% | -638.3% | +78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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