+441.0%
TEAM vs CCEP
+315.0%
+126.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.1% | -4.1% | -4.1% |
| 7D | -22.2% | +5.4% | -27.6% | -23.4% |
| 30D | -28.1% | +12.8% | -40.9% | -30.7% |
| 3M | -2.2% | +10.9% | -13.0% | -5.4% |
| 6M | +62.2% | +25.6% | +36.6% | +51.2% |
| YTD | -8.4% | +31.0% | -39.3% | -16.7% |
| 1Y | -6.6% | +32.3% | -38.9% | -15.5% |
| 3Y | -15.7% | +110.5% | -126.2% | -35.6% |
| 5Y | -65.7% | +141.8% | -207.5% | -75.3% |
| 10Y | +441.0% | +341.1% | +99.8% | +227.7% |
| All | +441.0% | +315.0% | +126.0% | +227.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling