+6,869.6%
CCEP vs TROW
+14,446.5%
-7,576.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.9% |
| 7D | -3.1% | -1.3% | -1.7% | -2.8% |
| 30D | -2.6% | -4.5% | +1.9% | -1.5% |
| 3M | +14.9% | +3.9% | +11.1% | +13.7% |
| 6M | +2.3% | +22.6% | -20.3% | -2.7% |
| YTD | +17.8% | +10.1% | +7.7% | +14.6% |
| 1Y | +24.2% | +3.6% | +20.6% | +22.3% |
| 3Y | +84.7% | +12.4% | +72.3% | +75.6% |
| 5Y | +103.2% | -37.5% | +140.7% | +117.9% |
| 10Y | +257.4% | +130.0% | +127.4% | +180.4% |
| All | +6,869.6% | +14,446.5% | -7,576.8% | +2,419.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 all: compounded portfolio wealth divided by compounded TROW 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…
all analysis · Full analysis span regression · 6 months rolling