+78.5%
TGT vs CCEP
+16.3%
+62.2%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.9% |
| 7D | -5.0% | -5.7% | +0.7% | -3.5% |
| 30D | +3.0% | -3.4% | +6.5% | +4.1% |
| 3M | +22.6% | +5.5% | +17.1% | +20.7% |
| 6M | +31.2% | +2.2% | +29.0% | +29.8% |
| YTD | +63.7% | +14.6% | +49.1% | +52.2% |
| 1Y | +78.5% | +18.9% | +59.6% | +64.4% |
| All | +78.5% | +16.3% | +62.2% | +64.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling