+89.1%
CCEP vs TRMB
+13.0%
+76.1%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +0.8% |
| 7D | -1.0% | -0.3% | -0.7% | -0.9% |
| 30D | -1.6% | -1.2% | -0.4% | -1.5% |
| 3M | +11.9% | +9.6% | +2.3% | +10.9% |
| 6M | +7.5% | -16.1% | +23.6% | +8.4% |
| YTD | +18.7% | -25.0% | +43.7% | +20.8% |
| 1Y | +21.4% | -27.7% | +49.1% | +23.8% |
| 3Y | +89.1% | +15.3% | +73.8% | +83.1% |
| All | +89.1% | +13.0% | +76.1% | +83.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling