+336.9%
CCEP vs TRMB
+103.0%
+233.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.5% |
| 7D | -0.3% | +4.1% | -4.4% | -1.4% |
| 30D | +11.0% | -7.0% | +17.9% | +12.1% |
| 3M | +9.2% | -0.9% | +10.1% | +8.2% |
| 6M | +27.2% | -1.2% | +28.4% | +25.6% |
| YTD | +30.3% | -28.7% | +59.0% | +40.4% |
| 1Y | +28.7% | -32.1% | +60.7% | +40.5% |
| 3Y | +109.4% | +33.4% | +76.0% | +76.9% |
| 5Y | +144.1% | -35.6% | +179.7% | +158.7% |
| All | +336.9% | +103.0% | +233.9% | +207.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling