-11.8%
TDG vs CCEP
+18.3%
-30.1%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | -1.9% | -2.8% | +1.0% | -1.4% |
| 30D | -7.7% | -4.0% | -3.7% | -7.1% |
| 3M | -9.3% | +5.2% | -14.5% | -10.0% |
| 6M | -9.4% | +2.7% | -12.1% | -10.9% |
| YTD | -14.3% | +14.5% | -28.8% | -15.4% |
| 1Y | -11.8% | +17.2% | -29.0% | -14.1% |
| All | -11.8% | +18.3% | -30.1% | -14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 1y: compounded portfolio wealth divided by compounded CCEP 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…
1y analysis · Full analysis span regression · 6 months rolling