+109.0%
CCEP vs TRI
-10.1%
+119.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.9% | -0.7% | -2.3% |
| 7D | -3.7% | -8.4% | +4.7% | -2.3% |
| 30D | -2.1% | -6.5% | +4.4% | -1.1% |
| 3M | +7.2% | +18.6% | -11.4% | +3.1% |
| 6M | +3.3% | -10.4% | +13.7% | +4.6% |
| YTD | +15.7% | -23.7% | +39.4% | +24.1% |
| 1Y | +16.6% | -42.5% | +59.0% | +38.6% |
| 3Y | +84.3% | -19.3% | +103.5% | +89.0% |
| 5Y | +109.0% | -9.7% | +118.7% | +91.3% |
| All | +109.0% | -10.1% | +119.1% | +91.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling