+107.2%
CCEP vs TRMB
-37.2%
+144.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.9% |
| 7D | -3.1% | -2.5% | -0.5% | -2.6% |
| 30D | -2.6% | +1.5% | -4.1% | -3.0% |
| 3M | +14.9% | +6.8% | +8.2% | +13.1% |
| 6M | +2.3% | -14.9% | +17.2% | +5.2% |
| YTD | +17.8% | -24.1% | +41.9% | +23.9% |
| 1Y | +24.2% | -25.4% | +49.6% | +30.6% |
| 3Y | +84.7% | +8.0% | +76.7% | +71.9% |
| All | +107.2% | -37.2% | +144.4% | +122.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling