+110.5%
CCEP vs TRGP
+252.5%
-142.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.8% | 0.0% |
| 7D | +5.4% | -5.8% | +11.1% | +5.6% |
| 30D | +12.8% | -1.5% | +14.2% | +12.6% |
| 3M | +10.9% | +6.1% | +4.8% | +10.2% |
| 6M | +25.6% | +14.4% | +11.3% | +23.8% |
| YTD | +31.0% | +55.3% | -24.4% | +24.8% |
| 1Y | +32.3% | +69.1% | -36.9% | +24.9% |
| 3Y | +110.5% | +254.3% | -143.8% | +84.9% |
| All | +110.5% | +252.5% | -142.0% | +84.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling