+108.4%
CCEP vs TRMB
+27.3%
+81.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.0% |
| 7D | +2.6% | -16.7% | +19.2% | +3.6% |
| 30D | +15.1% | -9.9% | +25.0% | +15.4% |
| 3M | +7.3% | -7.6% | +14.9% | +7.2% |
| 6M | +23.4% | -14.7% | +38.1% | +23.8% |
| YTD | +29.4% | -30.9% | +60.3% | +31.7% |
| 1Y | +34.2% | -31.3% | +65.6% | +36.6% |
| 3Y | +108.4% | +29.4% | +78.9% | +98.2% |
| All | +108.4% | +27.3% | +81.0% | +98.2% |
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 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