-53.8%
TEAM vs CCEP
+108.6%
-162.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.7% | -7.7% | -7.3% |
| 7D | -5.7% | -1.0% | -4.7% | -5.2% |
| 30D | +18.3% | -1.6% | +20.0% | +19.1% |
| 3M | +80.2% | +11.9% | +68.4% | +71.4% |
| 6M | +111.0% | +7.5% | +103.5% | +103.0% |
| YTD | +8.8% | +18.7% | -9.9% | -2.3% |
| 1Y | +2.2% | +21.4% | -19.2% | -9.7% |
| 3Y | -14.6% | +89.1% | -103.7% | -46.5% |
| 5Y | -53.8% | +108.7% | -162.5% | -75.6% |
| All | -53.8% | +108.6% | -162.4% | -75.6% |
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