-8.4%
TEAM vs CCEP
+86.4%
-94.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.1% | +0.5% | -2.3% |
| 7D | -0.4% | -3.1% | +2.6% | -0.1% |
| 30D | +67.3% | -2.6% | +69.9% | +67.7% |
| 3M | +86.8% | +14.9% | +71.8% | +85.8% |
| 6M | +146.8% | +2.3% | +144.6% | +148.6% |
| YTD | +16.9% | +17.8% | -0.9% | +13.7% |
| 1Y | +12.8% | +24.2% | -11.4% | +8.0% |
| All | -8.4% | +86.4% | -94.8% | -29.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling