+59.7%
TEM vs CCEP
+52.8%
+7.0%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.3% | -0.5% |
| 7D | +3.2% | -1.0% | +4.2% | +3.3% |
| 30D | +23.5% | -1.6% | +25.1% | +23.6% |
| 3M | +32.3% | +11.9% | +20.4% | +30.5% |
| 6M | +23.0% | +7.5% | +15.6% | +22.1% |
| YTD | +8.9% | +18.7% | -9.9% | +6.2% |
| 1Y | -19.9% | +21.4% | -41.3% | -22.6% |
| All | +59.7% | +52.8% | +7.0% | +34.3% |
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