+43.3%
TGT vs CCEP
+84.3%
-40.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.6% | -0.6% | -2.5% |
| 7D | -3.6% | -3.7% | +0.1% | -2.6% |
| 30D | +4.4% | -2.1% | +6.5% | +5.0% |
| 3M | +25.4% | +7.2% | +18.2% | +23.0% |
| 6M | +33.4% | +3.3% | +30.1% | +31.8% |
| YTD | +65.6% | +15.7% | +49.9% | +57.9% |
| 1Y | +80.3% | +16.6% | +63.7% | +71.5% |
| All | +43.3% | +84.3% | -40.9% | +11.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling