+502.9%
TEAM vs CCEP
+237.8%
+265.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.6% | +3.3% | +1.5% |
| 7D | -4.7% | -3.7% | -1.0% | -3.6% |
| 30D | +17.0% | -2.1% | +19.1% | +17.7% |
| 3M | +85.9% | +7.2% | +78.7% | +82.3% |
| 6M | +116.7% | +3.3% | +113.4% | +113.8% |
| YTD | +9.6% | +15.7% | -6.1% | +3.6% |
| 1Y | -2.5% | +16.6% | -19.1% | -8.2% |
| 3Y | -14.0% | +84.3% | -98.2% | -31.3% |
| 5Y | -53.1% | +109.0% | -162.1% | -64.6% |
| 10Y | +502.9% | +238.1% | +264.8% | +303.4% |
| All | +502.9% | +237.8% | +265.1% | +303.4% |
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