+36.8%
CCEP vs TRMB
-31.2%
+68.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -17.3% | +21.2% | +4.2% |
| 7D | +4.2% | -15.7% | +19.9% | +4.4% |
| 30D | +14.2% | -7.8% | +21.9% | +13.5% |
| 3M | +9.1% | -9.3% | +18.4% | +8.5% |
| 6M | +26.9% | -20.8% | +47.7% | +24.9% |
| YTD | +29.1% | -30.8% | +59.8% | +26.4% |
| 1Y | +36.8% | -31.0% | +67.7% | +33.2% |
| All | +36.8% | -31.2% | +68.0% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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