-65.2%
TEAM vs CCEP
+149.0%
-214.2%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.3% |
| 7D | -17.2% | +1.7% | -18.9% | -17.9% |
| 30D | -25.1% | +12.7% | -37.8% | -29.4% |
| 3M | +3.9% | +8.5% | -4.6% | -0.6% |
| 6M | +69.1% | +25.6% | +43.5% | +50.5% |
| YTD | -4.5% | +30.9% | -35.4% | -19.2% |
| 1Y | -1.9% | +32.0% | -33.8% | -17.5% |
| 3Y | -9.3% | +110.9% | -120.3% | -48.8% |
| 5Y | -65.2% | +138.5% | -203.6% | -83.8% |
| All | -65.2% | +149.0% | -214.2% | -83.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling