+7,713.8%
CCEP vs TROW
+14,513.4%
-6,799.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +1.2% |
| 7D | +2.1% | +0.5% | +1.6% | +2.0% |
| 30D | +10.6% | +9.3% | +1.2% | +8.2% |
| 3M | +10.3% | -0.9% | +11.2% | +10.4% |
| 6M | +31.1% | +8.3% | +22.7% | +28.3% |
| YTD | +32.1% | +10.6% | +21.5% | +28.1% |
| 1Y | +32.8% | +10.5% | +22.3% | +28.7% |
| 3Y | +111.3% | +36.5% | +74.8% | +91.6% |
| 5Y | +147.5% | -37.1% | +184.6% | +164.9% |
| 10Y | +338.1% | +125.2% | +212.9% | +245.4% |
| All | +7,713.8% | +14,513.4% | -6,799.6% | +2,717.4% |
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