+18.9%
CCEP vs TRI
-42.8%
+61.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.9% |
| 7D | -5.7% | -14.4% | +8.6% | -5.7% |
| 30D | -3.4% | -8.1% | +4.7% | -3.3% |
| 3M | +5.5% | +17.5% | -12.0% | +5.8% |
| 6M | +2.2% | -5.0% | +7.2% | +1.4% |
| YTD | +14.6% | -24.7% | +39.3% | +17.7% |
| 1Y | +18.9% | -41.5% | +60.4% | +28.5% |
| All | +18.9% | -42.8% | +61.7% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling