+724.3%
TEL vs CCEP
+1,568.8%
-844.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.6% |
| 7D | -0.4% | +1.8% | -2.1% | -1.2% |
| 30D | +1.0% | +12.2% | -11.2% | -4.9% |
| 3M | +0.7% | +10.7% | -9.9% | -4.9% |
| 6M | +7.3% | +27.5% | -20.2% | -6.1% |
| YTD | -2.5% | +31.3% | -33.9% | -16.3% |
| 1Y | -10.3% | +29.9% | -40.2% | -22.5% |
| 3Y | +81.1% | +111.1% | -30.0% | +19.5% |
| 5Y | +45.3% | +142.3% | -97.1% | -12.1% |
| 10Y | +290.3% | +335.5% | -45.2% | +62.7% |
| All | +724.3% | +1,568.8% | -844.5% | +29.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling