+285.8%
TEL vs CCEP
+342.6%
-56.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -1.3% |
| 7D | +4.5% | +2.1% | +2.4% | +3.6% |
| 30D | +2.9% | +10.6% | -7.7% | -1.7% |
| 3M | +1.1% | +10.3% | -9.2% | -3.6% |
| 6M | +5.0% | +31.1% | -26.1% | -7.6% |
| YTD | -3.9% | +32.1% | -36.0% | -16.0% |
| 1Y | -7.4% | +32.8% | -40.3% | -19.4% |
| 3Y | +81.0% | +111.3% | -30.3% | +24.3% |
| 5Y | +42.3% | +147.5% | -105.2% | -10.7% |
| All | +285.8% | +342.6% | -56.8% | +96.5% |
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